Tradition Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,037
| Closed | -$110K | – | 592 |
|
2023
Q4 | $110K | Hold |
3,037
| – | – | 0.01% | 446 |
|
2023
Q3 | $103K | Sell |
3,037
-1,557
| -34% | -$52.8K | 0.01% | 427 |
|
2023
Q2 | $158K | Hold |
4,594
| – | – | 0.02% | 349 |
|
2023
Q1 | $150K | Sell |
4,594
-624
| -12% | -$20.4K | 0.02% | 347 |
|
2022
Q4 | $163K | Hold |
5,218
| – | – | 0.02% | 294 |
|
2022
Q3 | $157K | Sell |
5,218
-165
| -3% | -$4.97K | 0.02% | 293 |
|
2022
Q2 | $166K | Buy |
+5,383
| New | +$166K | 0.02% | 287 |
|