Summit Wealth Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,974
| Closed | -$479K | – | 185 |
|
|
2023
Q1 | $479K | Sell |
14,974
-2,550
| -15% | -$81.6K | 0.12% | 107 |
|
|
2022
Q4 | $536K | Sell |
17,524
-1,588
| -8% | -$48.6K | 0.14% | 102 |
|
|
2022
Q3 | $572K | Hold |
19,112
| – | – | 0.16% | 79 |
|
|
2022
Q2 | $572K | Sell |
19,112
-432
| -2% | -$12.9K | 0.15% | 81 |
|
|
2022
Q1 | $631K | Buy |
19,544
+9,069
| +87% | +$293K | 0.14% | 79 |
|
|
2021
Q4 | $344K | Buy |
+10,475
| New | +$344K | 0.07% | 117 |
|