PWA
PCG Wealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-128,881
| Closed | -$3.83M | – | 103 |
|
|
2025
Q1 | $3.83M | Buy |
128,881
+1,204
| +0.9% | +$35.7K | 1.34% | 20 |
|
|
2024
Q4 | $3.89M | Buy |
127,677
+2,999
| +2% | +$91.4K | 1.44% | 21 |
|
|
2024
Q3 | $3.73M | Buy |
124,678
+3,239
| +3% | +$96.8K | 1.44% | 20 |
|
|
2024
Q2 | $3.51M | Buy |
121,439
+24,436
| +25% | +$707K | 1.53% | 21 |
|
|
2024
Q1 | $2.71M | Sell |
97,003
-82,712
| -46% | -$2.31M | 1.29% | 29 |
|
|
2023
Q4 | $4.78M | Buy |
+179,715
| New | +$4.78M | 2.67% | 10 |
|