SVWAG
Sound View Wealth Advisors Group’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,667
| Closed | -$211K | – | 410 |
|
|
2024
Q2 | $211K | Hold |
9,667
| – | – | 0.02% | 346 |
|
|
2024
Q1 | $206K | Sell |
9,667
-13,291
| -58% | -$284K | 0.02% | 357 |
|
|
2023
Q4 | $478K | Sell |
22,958
-3,745
| -14% | -$78K | 0.05% | 241 |
|
|
2023
Q3 | $526K | Hold |
26,703
| – | – | 0.07% | 211 |
|
|
2023
Q2 | $531K | Hold |
26,703
| – | – | 0.07% | 218 |
|
|
2023
Q1 | $508K | Buy |
26,703
+3,745
| +16% | +$71.2K | 0.07% | 215 |
|
|
2022
Q4 | $478K | Buy |
+22,958
| New | +$478K | 0.05% | 241 |
|