Sequent Planning’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
84,684
-51,111
| -38% | -$1.55M | 0.81% | 27 |
|
|
2025
Q1 | $4.06M | Sell |
135,795
-19,686
| -13% | -$589K | 1.46% | 17 |
|
|
2024
Q4 | $4.68M | Sell |
155,481
-11,203
| -7% | -$337K | 1.72% | 15 |
|
|
2024
Q3 | $5.07M | Sell |
166,684
-9,110
| -5% | -$277K | 1.75% | 13 |
|
|
2024
Q2 | $5.32M | Buy |
175,794
+14,448
| +9% | +$437K | 1.82% | 12 |
|
|
2024
Q1 | $4.92M | Buy |
+161,346
| New | +$4.92M | 1.78% | 11 |
|