Stonebridge Financial Planning Group’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,545
| Closed | -$216K | – | 163 |
|
|
2024
Q4 | $216K | Sell |
4,545
-200
| -4% | -$9.49K | 0.1% | 155 |
|
|
2024
Q3 | $221K | Hold |
4,745
| – | – | 0.11% | 147 |
|
|
2024
Q2 | $212K | Hold |
4,745
| – | – | 0.11% | 150 |
|
|
2024
Q1 | $205K | Sell |
4,745
-200
| -4% | -$8.64K | 0.11% | 151 |
|
|
2023
Q4 | $205K | Buy |
+4,945
| New | +$205K | 0.12% | 146 |
|