Sweet Financial Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.55M | Sell |
85,369
-4,131
| -5% | -$123K | 0.55% | 42 |
|
|
2024
Q2 | $2.59M | Buy |
89,500
+1,220
| +1% | +$35.3K | 0.59% | 39 |
|
|
2024
Q1 | $2.47M | Sell |
88,280
-410,547
| -82% | -$11.5M | 0.57% | 40 |
|
|
2023
Q4 | $13.3M | Sell |
498,827
-7,178
| -1% | -$191K | 3.15% | 6 |
|
|
2023
Q3 | $12.4M | Buy |
506,005
+6,542
| +1% | +$160K | 3.28% | 6 |
|
|
2023
Q2 | $12.5M | Sell |
499,463
-13,761
| -3% | -$345K | 3.26% | 6 |
|
|
2023
Q1 | $12M | Sell |
513,224
-6,706
| -1% | -$157K | 3.33% | 7 |
|
|
2022
Q4 | $11.5M | Buy |
519,930
+11,023
| +2% | +$245K | 3.39% | 7 |
|
|
2022
Q3 | $10.6M | Buy |
508,907
+39,879
| +9% | +$831K | 3.38% | 7 |
|
|
2022
Q2 | $10.1M | Buy |
469,028
+453,906
| +3,002% | +$9.74M | 3.15% | 8 |
|
|
2022
Q1 | $359K | Buy |
+15,122
| New | +$359K | 0.1% | 120 |
|