Spire Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
6,895
-6,226
| -47% | -$280K | 0.01% | 631 |
|
|
2025
Q1 | $551K | Sell |
13,121
-4,236
| -24% | -$178K | 0.02% | 542 |
|
|
2024
Q4 | $751K | Buy |
17,357
+1
| +0% | +$43 | 0.02% | 457 |
|
|
2024
Q3 | $739K | Buy |
17,356
+14,347
| +477% | +$611K | 0.02% | 439 |
|
|
2024
Q2 | $123K | Hold |
3,009
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $120K | Sell |
3,009
-1,905
| -39% | -$76.2K | ﹤0.01% | 933 |
|
|
2023
Q4 | $189K | Hold |
4,914
| – | – | 0.01% | 778 |
|
|
2023
Q3 | $174K | Buy |
4,914
+1,327
| +37% | +$46.9K | 0.01% | 752 |
|
|
2023
Q2 | $129K | Buy |
+3,587
| New | +$129K | ﹤0.01% | 884 |
|