PGWM
Pitti Group Wealth Management’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52,844
| Closed | -$1.29M | – | 74 |
|
|
2024
Q4 | $1.29M | Sell |
52,844
-166,004
| -76% | -$4.07M | 1.31% | 24 |
|
|
2024
Q3 | $4.66M | Hold |
218,848
| – | – | 5.07% | 5 |
|
|
2024
Q2 | $4.66M | Sell |
218,848
-455
| -0.2% | -$9.68K | 5.07% | 5 |
|
|
2024
Q1 | $4.9M | Buy |
219,303
+455
| +0.2% | +$10.2K | 5.48% | 4 |
|
|
2023
Q4 | $4.66M | Buy |
218,848
+78,277
| +56% | +$1.67M | 5.07% | 5 |
|
|
2023
Q3 | $2.77M | Buy |
140,571
+1,163
| +0.8% | +$22.9K | 3.16% | 9 |
|
|
2023
Q2 | $2.81M | Sell |
139,408
-77,998
| -36% | -$1.57M | 3.15% | 8 |
|
|
2023
Q1 | $4.12M | Sell |
217,406
-3,734
| -2% | -$70.8K | 4.6% | 6 |
|
|
2022
Q4 | $3.97M | Buy |
221,140
+19,985
| +10% | +$359K | 4.74% | 7 |
|
|
2022
Q3 | $3.39M | Sell |
201,155
-54,234
| -21% | -$915K | 4.68% | 7 |
|
|
2022
Q2 | $4.51M | Sell |
255,389
-687
| -0.3% | -$12.1K | 6.15% | 4 |
|
|
2022
Q1 | $5.08M | Buy |
256,076
+52,689
| +26% | +$1.04M | 5.92% | 4 |
|
|
2021
Q4 | $4.13M | Buy |
+203,387
| New | +$4.13M | 4.61% | 5 |
|