TLA
Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
29,062
+14,260
| +96% | +$501K | 0.42% | 39 |
|
|
2025
Q1 | $490K | Sell |
14,802
-3,046
| -17% | -$101K | 0.21% | 61 |
|
|
2024
Q4 | $602K | Buy |
17,848
+8,860
| +99% | +$299K | 0.26% | 52 |
|
|
2024
Q3 | $298K | Hold |
8,988
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $291K | Hold |
8,988
| – | – | 0.14% | 69 |
|
|
2024
Q1 | $284K | Buy |
8,988
+2,470
| +38% | +$78K | 0.14% | 73 |
|
|
2023
Q4 | $197K | Buy |
+6,518
| New | +$197K | 0.11% | 83 |
|