Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
59,989
+38,040
| +173% | +$1.43M | 1.69% | 14 |
|
|
2025
Q1 | $772K | Sell |
21,949
-830
| -4% | -$29.2K | 0.59% | 26 |
|
|
2024
Q4 | $820K | Hold |
22,779
| – | – | 0.63% | 26 |
|
|
2024
Q3 | $807K | Buy |
22,779
+43
| +0.2% | +$1.52K | 0.62% | 26 |
|
|
2024
Q2 | $776K | Sell |
22,736
-4,850
| -18% | -$165K | 0.66% | 23 |
|
|
2024
Q1 | $920K | Hold |
27,586
| – | – | 0.79% | 22 |
|
|
2023
Q4 | $877K | Buy |
+27,586
| New | +$877K | 0.84% | 23 |
|