Sequent Planning’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 | $810K | Sell |
21,532
-664
| -3% | -$25K | 0.26% | 64 |
|
|
2025
Q1 | $781K | Sell |
22,196
-6,253
| -22% | -$220K | 0.28% | 60 |
|
|
2024
Q4 | $1.02M | Sell |
28,449
-4,531
| -14% | -$163K | 0.38% | 45 |
|
|
2024
Q3 | $1.17M | Sell |
32,980
-19,643
| -37% | -$696K | 0.4% | 41 |
|
|
2024
Q2 | $1.8M | Buy |
52,623
+38,536
| +274% | +$1.32M | 0.62% | 29 |
|
|
2024
Q1 | $470K | Buy |
+14,087
| New | +$470K | 0.17% | 91 |
|