Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
10,696
-273
| -2% | -$10.5K | 0.13% | 103 |
|
|
2025
Q1 | $403K | Buy |
10,969
+4,827
| +79% | +$177K | 0.15% | 96 |
|
|
2024
Q4 | $222K | Sell |
6,142
-1,071
| -15% | -$38.8K | 0.08% | 129 |
|
|
2024
Q3 | $256K | Buy |
7,213
+109
| +2% | +$3.87K | 0.09% | 123 |
|
|
2024
Q2 | $246K | Sell |
7,104
-327
| -4% | -$11.3K | 0.08% | 124 |
|
|
2024
Q1 | $250K | Buy |
+7,431
| New | +$250K | 0.09% | 122 |
|