Schulz Wealth’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,934
| Closed | -$403K | – | 64 |
|
|
2024
Q4 | $403K | Sell |
9,934
-1,549
| -13% | -$62.8K | 0.31% | 40 |
|
|
2024
Q3 | $460K | Hold |
11,483
| – | – | 0.36% | 36 |
|
|
2024
Q2 | $449K | Hold |
11,483
| – | – | 0.38% | 34 |
|
|
2024
Q1 | $438K | Sell |
11,483
-12,786
| -53% | -$488K | 0.37% | 35 |
|
|
2023
Q4 | $884K | Buy |
+24,269
| New | +$884K | 0.85% | 22 |
|