Sequent Planning’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $354K | Buy |
8,867
+51
| +0.6% | +$2.04K | 0.11% | 112 |
|
2025
Q1 | $332K | Buy |
8,816
+1,401
| +19% | +$52.8K | 0.12% | 110 |
|
2024
Q4 | $287K | Sell |
7,415
-208,691
| -97% | -$8.07M | 0.11% | 116 |
|
2024
Q3 | $8.18M | Buy |
216,106
+11,744
| +6% | +$445K | 2.82% | 7 |
|
2024
Q2 | $7.54M | Sell |
204,362
-22,654
| -10% | -$836K | 2.58% | 7 |
|
2024
Q1 | $8.15M | Buy |
+227,016
| New | +$8.15M | 2.95% | 6 |
|