Summit Wealth Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,682
| Closed | -$277K | – | 188 |
|
|
2023
Q2 | $277K | Hold |
7,682
| – | – | 0.07% | 155 |
|
|
2023
Q1 | $259K | Sell |
7,682
-100
| -1% | -$3.37K | 0.07% | 159 |
|
|
2022
Q4 | $247K | Hold |
7,782
| – | – | 0.07% | 156 |
|
|
2022
Q3 | $231K | Hold |
7,782
| – | – | 0.07% | 143 |
|
|
2022
Q2 | $237K | Hold |
7,782
| – | – | 0.06% | 145 |
|
|
2022
Q1 | $265K | Buy |
+7,782
| New | +$265K | 0.06% | 142 |
|