SWM
Scissortail Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-167,578
| Closed | -$3.65M | – | 48 |
|
|
2023
Q2 | $3.65M | Buy |
167,578
+14,360
| +9% | +$313K | 3% | 15 |
|
|
2023
Q1 | $3.13M | Buy |
153,218
+9,550
| +7% | +$195K | 2.82% | 13 |
|
|
2022
Q4 | $2.9M | Buy |
143,668
+10,654
| +8% | +$215K | 1.68% | 19 |
|
|
2022
Q3 | $2.6M | Buy |
+133,014
| New | +$2.6M | 1.35% | 25 |
|