Personal CFO Solutions’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85,047
| Closed | -$2.05M | – | 473 |
|
|
2024
Q3 | $2.05M | Buy |
85,047
+8,881
| +12% | +$214K | 0.29% | 69 |
|
|
2024
Q2 | $1.77M | Buy |
76,166
+3,388
| +5% | +$78.6K | 0.27% | 67 |
|
|
2024
Q1 | $1.64M | Buy |
72,778
+15,547
| +27% | +$350K | 0.26% | 78 |
|
|
2023
Q4 | $1.22M | Buy |
57,231
+2,800
| +5% | +$59.6K | 0.21% | 92 |
|
|
2023
Q3 | $1.07M | Buy |
54,431
+5,598
| +11% | +$110K | 0.21% | 92 |
|
|
2023
Q2 | $985K | Buy |
48,833
+7,290
| +18% | +$147K | 0.2% | 99 |
|
|
2023
Q1 | $787K | Buy |
41,543
+4,628
| +13% | +$87.7K | 0.16% | 119 |
|
|
2022
Q4 | $663K | Buy |
36,915
+10,666
| +41% | +$192K | 0.14% | 144 |
|
|
2022
Q3 | $443K | Buy |
26,249
+1,985
| +8% | +$33.5K | 0.11% | 169 |
|
|
2022
Q2 | $428K | Buy |
24,264
+3,893
| +19% | +$68.7K | 0.1% | 183 |
|
|
2022
Q1 | $404K | Buy |
20,371
+7,576
| +59% | +$150K | 0.08% | 240 |
|
|
2021
Q4 | $260K | Buy |
+12,795
| New | +$260K | 0.05% | 365 |
|