Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.52M | Sell |
38,767
-522
| -1% | -$20.4K | 0.62% | 27 |
|
2025
Q1 | $1.42M | Sell |
39,289
-3,392
| -8% | -$123K | 0.62% | 26 |
|
2024
Q4 | $1.57M | Sell |
42,681
-2,315
| -5% | -$85.4K | 0.67% | 24 |
|
2024
Q3 | $1.63M | Buy |
44,996
+6,222
| +16% | +$225K | 0.72% | 24 |
|
2024
Q2 | $1.36M | Buy |
38,774
+18,987
| +96% | +$664K | 0.64% | 27 |
|
2024
Q1 | $673K | Hold |
19,787
| – | – | 0.33% | 44 |
|
2023
Q4 | $651K | Buy |
19,787
+825
| +4% | +$27.1K | 0.36% | 41 |
|
2023
Q3 | $585K | Hold |
18,962
| – | – | 0.35% | 43 |
|
2023
Q2 | $592K | Buy |
+18,962
| New | +$592K | 0.34% | 43 |
|