SW
Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Buy |
136,034
+5,130
| +4% | +$205K | 4.06% | 6 |
|
|
2025
Q1 | $4.93M | Buy |
130,904
+27,018
| +26% | +$1.02M | 3.76% | 7 |
|
|
2024
Q4 | $4.02M | Hold |
103,886
| – | – | 3.08% | 9 |
|
|
2024
Q3 | $3.93M | Sell |
103,886
-1,149
| -1% | -$43.5K | 3.04% | 9 |
|
|
2024
Q2 | $3.88M | Sell |
105,035
-985
| -0.9% | -$36.3K | 3.28% | 9 |
|
|
2024
Q1 | $3.8M | Buy |
106,020
+81,990
| +341% | +$2.94M | 3.25% | 8 |
|
|
2023
Q4 | $829K | Buy |
+24,030
| New | +$829K | 0.79% | 24 |
|