Pitti Group Wealth Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,000
| Closed | -$202K | – | 66 |
|
2023
Q2 | $202K | Buy |
+9,000
| New | +$202K | 0.23% | 61 |
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$183K | – | 72 |
|
2022
Q4 | $183K | Sell |
10,000
-1,000
| -9% | -$18.3K | 0.22% | 65 |
|
2022
Q3 | $200K | Hold |
11,000
| – | – | 0.28% | 59 |
|
2022
Q2 | $206K | Sell |
11,000
-1,000
| -8% | -$18.7K | 0.28% | 60 |
|
2022
Q1 | $267K | Buy |
+12,000
| New | +$267K | 0.31% | 59 |
|