Summit Wealth Partners’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,337
| Closed | -$382K | – | 230 |
|
|
2024
Q3 | $382K | Sell |
14,337
-7,169
| -33% | -$191K | 0.07% | 162 |
|
|
2024
Q2 | $560K | Sell |
21,506
-674
| -3% | -$17.6K | 0.12% | 125 |
|
|
2024
Q1 | $551K | Buy |
22,180
+5,455
| +33% | +$136K | 0.12% | 122 |
|
|
2023
Q4 | $396K | Buy |
16,725
+3,372
| +25% | +$79.8K | 0.09% | 136 |
|
|
2023
Q3 | $302K | Buy |
+13,353
| New | +$302K | 0.08% | 140 |
|