Spire Wealth Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $306K | Buy |
11,988
+4,875
| +69% | +$124K | 0.01% | 636 |
|
2025
Q1 | $170K | Sell |
7,113
-1,463
| -17% | -$35.1K | 0.01% | 863 |
|
2024
Q4 | $195K | Sell |
8,576
-817
| -9% | -$18.6K | 0.01% | 824 |
|
2024
Q3 | $228K | Hold |
9,393
| – | – | 0.01% | 698 |
|
2024
Q2 | $218K | Sell |
9,393
-1,222
| -12% | -$28.3K | 0.01% | 698 |
|
2024
Q1 | $246K | Sell |
10,615
-2,381
| -18% | -$55.2K | ﹤0.01% | 721 |
|
2023
Q4 | $281K | Hold |
12,996
| – | – | 0.01% | 673 |
|
2023
Q3 | $264K | Sell |
12,996
-5,402
| -29% | -$110K | 0.01% | 625 |
|
2023
Q2 | $390K | Buy |
18,398
+17,023
| +1,238% | +$361K | 0.01% | 552 |
|
2023
Q1 | $28.4K | Buy |
+1,375
| New | +$28.4K | ﹤0.01% | 1461 |
|