Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $363K | Sell |
10,383
-346
| -3% | -$12.1K | 0.11% | 110 |
|
2025
Q1 | $355K | Buy |
10,729
+267
| +3% | +$8.85K | 0.13% | 102 |
|
2024
Q4 | $353K | Sell |
10,462
-243,907
| -96% | -$8.23M | 0.13% | 104 |
|
2024
Q3 | $8.44M | Buy |
254,369
+10,414
| +4% | +$345K | 2.91% | 6 |
|
2024
Q2 | $7.93M | Sell |
243,955
-248,280
| -50% | -$8.08M | 2.72% | 6 |
|
2024
Q1 | $15.6M | Buy |
+492,235
| New | +$15.6M | 5.66% | 3 |
|