Summit Wealth Partners’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,064
| Closed | -$311K | – | 187 |
|
|
2023
Q1 | $311K | Sell |
9,064
-854
| -9% | -$29.3K | 0.08% | 142 |
|
|
2022
Q4 | $324K | Sell |
9,918
-2,855
| -22% | -$93.3K | 0.09% | 137 |
|
|
2022
Q3 | $415K | Hold |
12,773
| – | – | 0.12% | 102 |
|
|
2022
Q2 | $414K | Buy |
12,773
+1,056
| +9% | +$34.2K | 0.11% | 103 |
|
|
2022
Q1 | $406K | Buy |
11,717
+165
| +1% | +$5.72K | 0.09% | 110 |
|
|
2021
Q4 | $408K | Buy |
+11,552
| New | +$408K | 0.09% | 109 |
|