Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
18,694
+470
| +3% | +$21K | 0.1% | 234 |
|
|
2025
Q1 | $768K | Buy |
+18,224
| New | +$768K | 0.1% | 224 |
|
|
2021
Q2 | – | Sell |
-2,178
| Closed | -$72K | – | 2090 |
|
|
2021
Q1 | $72K | Sell |
2,178
-3,522
| -62% | -$116K | 0.02% | 651 |
|
|
2020
Q4 | $185K | Sell |
5,700
-924
| -14% | -$30K | 0.05% | 363 |
|
|
2020
Q3 | $205K | Buy |
6,624
+4,624
| +231% | +$143K | 0.07% | 263 |
|
|
2020
Q2 | $60K | Hold |
2,000
| – | – | 0.02% | 472 |
|
|
2020
Q1 | $55K | Buy |
+2,000
| New | +$55K | 0.03% | 435 |
|