SFWA
Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,115
| Closed | -$212K | – | 132 |
|
|
2022
Q3 | $212K | Sell |
6,115
-5,850
| -49% | -$203K | 0.06% | 112 |
|
|
2022
Q2 | $423K | Buy |
11,965
+2,310
| +24% | +$81.7K | 0.1% | 86 |
|
|
2022
Q1 | $366K | Hold |
9,655
| – | – | 0.07% | 98 |
|
|
2021
Q4 | $378K | Buy |
+9,655
| New | +$378K | 0.07% | 96 |
|