SVWAG
Sound View Wealth Advisors Group’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,653
| Closed | -$270K | – | 409 |
|
|
2024
Q2 | $270K | Hold |
11,653
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $262K | Sell |
11,653
-13,533
| -54% | -$305K | 0.03% | 321 |
|
|
2023
Q4 | $536K | Sell |
25,186
-2,001
| -7% | -$42.6K | 0.06% | 227 |
|
|
2023
Q3 | $535K | Hold |
27,187
| – | – | 0.07% | 208 |
|
|
2023
Q2 | $549K | Sell |
27,187
-14
| -0.1% | -$283 | 0.07% | 210 |
|
|
2023
Q1 | $515K | Buy |
27,201
+2,015
| +8% | +$38.2K | 0.07% | 211 |
|
|
2022
Q4 | $536K | Buy |
+25,186
| New | +$536K | 0.06% | 227 |
|