Summit Wealth Partners’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,246
| Closed | -$413K | – | 194 |
|
|
2023
Q2 | $413K | Hold |
17,246
| – | – | 0.1% | 123 |
|
|
2023
Q1 | $383K | Buy |
17,246
+1,537
| +10% | +$34.1K | 0.1% | 126 |
|
|
2022
Q4 | $297K | Sell |
15,709
-459
| -3% | -$8.68K | 0.08% | 146 |
|
|
2022
Q3 | $303K | Hold |
16,168
| – | – | 0.09% | 125 |
|
|
2022
Q2 | $311K | Buy |
+16,168
| New | +$311K | 0.08% | 120 |
|