Stonebridge Financial Planning Group’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+5,400
| New | +$207K | 0.09% | 163 |
|
|
2025
Q1 | – | Sell |
-6,450
| Closed | -$233K | – | 168 |
|
|
2024
Q4 | $233K | Sell |
6,450
-2,665
| -29% | -$96.5K | 0.1% | 151 |
|
|
2024
Q3 | $323K | Hold |
9,115
| – | – | 0.15% | 131 |
|
|
2024
Q2 | $315K | Buy |
9,115
+2,665
| +41% | +$92.1K | 0.16% | 133 |
|
|
2024
Q1 | $217K | Sell |
6,450
-1,255
| -16% | -$42.2K | 0.11% | 147 |
|
|
2023
Q4 | $253K | Sell |
7,705
-1,515
| -16% | -$49.8K | 0.15% | 128 |
|
|
2023
Q3 | $292K | Sell |
9,220
-840
| -8% | -$26.6K | 0.19% | 115 |
|
|
2023
Q2 | $316K | Buy |
+10,060
| New | +$316K | 0.19% | 105 |
|