Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
9,264
| – | – | 0.15% | 129 |
|
|
2025
Q1 | $341K | Sell |
9,264
-3,135
| -25% | -$115K | 0.16% | 129 |
|
|
2024
Q4 | $462K | Sell |
12,399
-3,390
| -21% | -$126K | 0.21% | 117 |
|
|
2024
Q3 | $581K | Sell |
15,789
-2,480
| -14% | -$91.2K | 0.28% | 96 |
|
|
2024
Q2 | $659K | Sell |
18,269
-3,942
| -18% | -$142K | 0.33% | 83 |
|
|
2024
Q1 | $783K | Buy |
22,211
+3,561
| +19% | +$126K | 0.41% | 69 |
|
|
2023
Q4 | $635K | Sell |
18,650
-5,435
| -23% | -$185K | 0.37% | 74 |
|
|
2023
Q3 | $792K | Sell |
24,085
-3,835
| -14% | -$126K | 0.51% | 53 |
|
|
2023
Q2 | $911K | Hold |
27,920
| – | – | 0.56% | 53 |
|
|
2023
Q1 | $872K | Buy |
+27,920
| New | +$872K | 0.56% | 56 |
|