SW
Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Sell |
111,508
-2
| -0% | -$77 | 3.19% | 9 |
|
|
2025
Q1 | $4.19M | Sell |
111,510
-1
| -0% | -$38 | 3.19% | 9 |
|
|
2024
Q4 | $4.18M | Sell |
111,511
-2
| -0% | -$75 | 3.21% | 8 |
|
|
2024
Q3 | $4.1M | Sell |
111,513
-2
| -0% | -$73 | 3.17% | 8 |
|
|
2024
Q2 | $3.98M | Buy |
111,515
+51,899
| +87% | +$1.85M | 3.37% | 8 |
|
|
2024
Q1 | $2.01M | Buy |
59,616
+26,629
| +81% | +$897K | 1.72% | 12 |
|
|
2023
Q4 | $1.08M | Buy |
+32,987
| New | +$1.08M | 1.03% | 18 |
|