Spire Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.81M | Sell |
69,705
-2,800
| -4% | -$113K | 0.1% | 169 |
|
2025
Q1 | $2.75M | Buy |
72,505
+55,640
| +330% | +$2.11M | 0.09% | 221 |
|
2024
Q4 | $659K | Sell |
16,865
-2
| -0% | -$78 | 0.02% | 491 |
|
2024
Q3 | $644K | Buy |
16,867
+3
| +0% | +$115 | 0.02% | 466 |
|
2024
Q2 | $626K | Sell |
16,864
-1
| -0% | -$37 | 0.02% | 437 |
|
2024
Q1 | $608K | Buy |
16,865
+16,340
| +3,112% | +$589K | 0.01% | 477 |
|
2023
Q4 | $18.2K | Hold |
525
| – | – | ﹤0.01% | 1568 |
|
2023
Q3 | $17K | Hold |
525
| – | – | ﹤0.01% | 1561 |
|
2023
Q2 | $17.2K | Sell |
525
-1,075
| -67% | -$35.1K | ﹤0.01% | 1644 |
|
2023
Q1 | $19.8K | Buy |
+1,600
| New | +$19.8K | ﹤0.01% | 1622 |
|