Spire Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
17,281
-8,853
| -34% | -$364K | 0.03% | 433 |
|
|
2025
Q1 | $1M | Sell |
26,134
-3,225
| -11% | -$124K | 0.03% | 398 |
|
|
2024
Q4 | $1.16M | Buy |
29,359
+15,005
| +105% | +$591K | 0.04% | 354 |
|
|
2024
Q3 | $560K | Sell |
14,354
-4,143
| -22% | -$162K | 0.02% | 492 |
|
|
2024
Q2 | $710K | Sell |
18,497
-3,004
| -14% | -$115K | 0.03% | 415 |
|
|
2024
Q1 | $809K | Sell |
21,501
-2,418
| -10% | -$91K | 0.01% | 419 |
|
|
2023
Q4 | $878K | Buy |
+23,919
| New | +$878K | 0.03% | 391 |
|
|
2022
Q2 | – | Sell |
-774
| Closed | -$25K | – | 2689 |
|
|
2022
Q1 | $25K | Buy |
+774
| New | +$25K | ﹤0.01% | 1715 |
|