SWM
Scissortail Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,415
| Closed | -$1.12M | – | 110 |
|
|
2024
Q4 | $1.12M | Buy |
29,415
+29,259
| +18,756% | +$1.12M | 0.29% | 65 |
|
|
2024
Q3 | $4.86M | Sell |
156
-132,425
| -100% | -$4.13B | 1.18% | 30 |
|
|
2024
Q2 | $4.77M | Buy |
132,581
+1,836
| +1% | +$66.1K | 1.22% | 28 |
|
|
2024
Q1 | $4.56M | Buy |
+130,745
| New | +$4.56M | 1.21% | 28 |
|