TWM
Trinity Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-210,271
| Closed | -$4.14M | – | 40 |
|
|
2022
Q4 | $4.14M | Buy |
210,271
+4,703
| +2% | +$92.5K | 2.94% | 13 |
|
|
2022
Q3 | $3.93M | Buy |
205,568
+5,498
| +3% | +$105K | 3.15% | 13 |
|
|
2022
Q2 | $3.91M | Buy |
200,070
+11,720
| +6% | +$229K | 3.05% | 12 |
|
|
2022
Q1 | $4M | Buy |
+188,350
| New | +$4M | 2.81% | 11 |
|