SPW
Sonoma Private Wealth’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
32,353
-1,554
| -5% | -$49.4K | 1.26% | 18 |
|
|
2025
Q1 | $1.01M | Buy |
33,907
+2,735
| +9% | +$81.2K | 1.4% | 18 |
|
|
2024
Q4 | $950K | Buy |
+31,172
| New | +$950K | 1.53% | 17 |
|
|
2024
Q1 | – | Sell |
-11,111
| Closed | -$295K | – | 90 |
|
|
2023
Q4 | $295K | Buy |
+11,111
| New | +$295K | 0.49% | 65 |
|