SFWA
Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,188
| Closed | -$1.48M | – | 124 |
|
|
2023
Q1 | $1.48M | Sell |
43,188
-5,440
| -11% | -$186K | 0.35% | 43 |
|
|
2022
Q4 | $1.59M | Buy |
48,628
+4,154
| +9% | +$136K | 0.38% | 43 |
|
|
2022
Q3 | $1.47M | Sell |
44,474
-6,455
| -13% | -$213K | 0.42% | 39 |
|
|
2022
Q2 | $1.67M | Buy |
50,929
+40,963
| +411% | +$1.34M | 0.4% | 40 |
|
|
2022
Q1 | $345K | Hold |
9,966
| – | – | 0.07% | 101 |
|
|
2021
Q4 | $353K | Buy |
+9,966
| New | +$353K | 0.07% | 101 |
|