Schulz Wealth’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $572K | Sell |
13,700
-1,857
| -12% | -$77.6K | 0.43% | 35 |
|
2025
Q1 | $609K | Hold |
15,557
| – | – | 0.46% | 31 |
|
2024
Q4 | $624K | Sell |
15,557
-1,372
| -8% | -$55.1K | 0.48% | 28 |
|
2024
Q3 | $669K | Hold |
16,929
| – | – | 0.52% | 28 |
|
2024
Q2 | $652K | Hold |
16,929
| – | – | 0.55% | 26 |
|
2024
Q1 | $634K | Sell |
16,929
-11,364
| -40% | -$426K | 0.54% | 25 |
|
2023
Q4 | $1.01M | Buy |
+28,293
| New | +$1.01M | 0.97% | 19 |
|