Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,315
Closed -$311K 126
2022
Q4
$311K Hold
10,315
0.08% 104
2022
Q3
$310K Buy
10,315
+100
+1% +$3.01K 0.09% 95
2022
Q2
$310K Buy
+10,215
New +$310K 0.07% 104