Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
37,637
+2,215
| +6% | +$86.3K | 1.1% | 21 |
|
|
2025
Q1 | $1.32M | Buy |
35,422
+267
| +0.8% | +$9.93K | 1% | 20 |
|
|
2024
Q4 | $1.32M | Hold |
35,155
| – | – | 1.01% | 19 |
|
|
2024
Q3 | $1.29M | Hold |
35,155
| – | – | 1% | 20 |
|
|
2024
Q2 | $1.25M | Sell |
35,155
-1,488
| -4% | -$52.7K | 1.06% | 18 |
|
|
2024
Q1 | $1.26M | Buy |
36,643
+3,147
| +9% | +$108K | 1.08% | 18 |
|
|
2023
Q4 | $1.12M | Buy |
+33,496
| New | +$1.12M | 1.07% | 16 |
|