SW
Schulz Wealth’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.16M | Sell |
153,514
-3,977
| -3% | -$186K | 5.36% | 5 |
|
|
2025
Q1 | $6.84M | Sell |
157,491
-1,473
| -0.9% | -$63.9K | 5.21% | 6 |
|
|
2024
Q4 | $7.09M | Hold |
158,964
| – | – | 5.44% | 6 |
|
|
2024
Q3 | $6.96M | Sell |
158,964
-757
| -0.5% | -$33.1K | 5.38% | 6 |
|
|
2024
Q2 | $6.8M | Sell |
159,721
-808
| -0.5% | -$34.4K | 5.76% | 6 |
|
|
2024
Q1 | $6.62M | Sell |
160,529
-2,061
| -1% | -$84.9K | 5.66% | 6 |
|
|
2023
Q4 | $6.34M | Buy |
+162,590
| New | +$6.34M | 6.06% | 6 |
|