Philip James Wealth Mangement’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
12,179
-156
| -1% | -$4.96K | 0.05% | 122 |
|
|
2025
Q1 | $366K | Sell |
12,335
-6,222
| -34% | -$185K | 0.04% | 120 |
|
|
2024
Q4 | $565K | Sell |
18,557
-135,112
| -88% | -$4.12M | 0.07% | 102 |
|
|
2024
Q3 | $4.59M | Buy |
153,669
+2,902
| +2% | +$86.7K | 0.56% | 44 |
|
|
2024
Q2 | $4.36M | Sell |
150,767
-59,073
| -28% | -$1.71M | 2.9% | 11 |
|
|
2024
Q1 | $5.87M | Buy |
209,840
+11,376
| +6% | +$318K | 4.16% | 8 |
|
|
2023
Q4 | $5.27M | Buy |
+198,464
| New | +$5.27M | 4.08% | 8 |
|