TriaGen Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,828
| Closed | -$722K | – | 168 |
|
|
2022
Q2 | $722K | Sell |
22,828
-485
| -2% | -$15.3K | 0.51% | 57 |
|
|
2022
Q1 | $802K | Buy |
23,313
+7,927
| +52% | +$273K | 0.42% | 70 |
|
|
2021
Q4 | $531K | Buy |
15,386
+583
| +4% | +$20.1K | 0.26% | 97 |
|
|
2021
Q3 | $497K | Buy |
14,803
+482
| +3% | +$16.2K | 0.27% | 100 |
|
|
2021
Q2 | $482K | Buy |
+14,321
| New | +$482K | 0.25% | 103 |
|