Patriot Financial Group Insurance Agency’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,075
| Closed | -$102K | – | 933 |
|
|
2022
Q2 | $102K | Buy |
3,075
+75
| +3% | +$2.49K | 0.02% | 535 |
|
|
2022
Q1 | $108K | Hold |
3,000
| – | – | 0.02% | 563 |
|
|
2021
Q4 | $110K | Sell |
3,000
-1,500
| -33% | -$55K | 0.02% | 628 |
|
|
2021
Q3 | $156K | Buy |
+4,500
| New | +$156K | 0.03% | 514 |
|
|
2021
Q2 | – | Sell |
-303
| Closed | -$10K | – | 2104 |
|
|
2021
Q1 | $10K | Sell |
303
-258,308
| -100% | -$8.53M | ﹤0.01% | 1349 |
|
|
2020
Q4 | $8.54M | Sell |
258,611
-4,879
| -2% | -$161K | 2.14% | 5 |
|
|
2020
Q3 | $8.18M | Buy |
+263,490
| New | +$8.18M | 2.66% | 6 |
|