SFWA
Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,219
| Closed | -$915K | – | 130 |
|
|
2023
Q1 | $915K | Buy |
27,219
+4,325
| +19% | +$145K | 0.22% | 55 |
|
|
2022
Q4 | $718K | Hold |
22,894
| – | – | 0.17% | 66 |
|
|
2022
Q3 | $703K | Buy |
22,894
+4,840
| +27% | +$149K | 0.2% | 59 |
|
|
2022
Q2 | $563K | Buy |
18,054
+5,694
| +46% | +$178K | 0.13% | 72 |
|
|
2022
Q1 | $419K | Sell |
12,360
-433,995
| -97% | -$14.7M | 0.08% | 87 |
|
|
2021
Q4 | $14.8M | Buy |
446,355
+803
| +0.2% | +$26.7K | 2.87% | 8 |
|
|
2021
Q3 | $14.2M | Sell |
445,552
-2,079
| -0.5% | -$66.1K | 3.21% | 8 |
|
|
2021
Q2 | $14.2M | Buy |
+447,631
| New | +$14.2M | 3.2% | 9 |
|