Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
127,038
-2,490
| -2% | -$96.7K | 1.56% | 15 |
|
|
2025
Q1 | $4.77M | Sell |
129,528
-1,407
| -1% | -$51.8K | 1.72% | 13 |
|
|
2024
Q4 | $4.88M | Sell |
130,935
-5,905
| -4% | -$220K | 1.79% | 12 |
|
|
2024
Q3 | $5.03M | Sell |
136,840
-2,622
| -2% | -$96.4K | 1.73% | 14 |
|
|
2024
Q2 | $5.03M | Sell |
139,462
-2,419
| -2% | -$87.2K | 1.72% | 13 |
|
|
2024
Q1 | $5M | Buy |
+141,881
| New | +$5M | 1.81% | 10 |
|