TriaGen Wealth Management’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,290
| Closed | -$1.07M | – | 167 |
|
|
2023
Q4 | $1.07M | Sell |
30,290
-3,365
| -10% | -$119K | 0.51% | 56 |
|
|
2023
Q3 | $1.11M | Buy |
33,655
+1,764
| +6% | +$58.4K | 0.57% | 55 |
|
|
2023
Q2 | $1.09M | Sell |
31,891
-692
| -2% | -$23.5K | 0.5% | 64 |
|
|
2023
Q1 | $1.05M | Buy |
32,583
+4,468
| +16% | +$144K | 0.53% | 58 |
|
|
2022
Q4 | $875K | Buy |
28,115
+1,462
| +5% | +$45.5K | 0.49% | 58 |
|
|
2022
Q3 | $799K | Buy |
+26,653
| New | +$799K | 0.44% | 62 |
|