TWM
Trinity Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-223,514
| Closed | -$4.12M | – | 41 |
|
|
2022
Q4 | $4.12M | Buy |
223,514
+5,713
| +3% | +$105K | 2.94% | 14 |
|
|
2022
Q3 | $3.94M | Buy |
217,801
+6,282
| +3% | +$114K | 3.16% | 12 |
|
|
2022
Q2 | $3.92M | Buy |
211,519
+12,392
| +6% | +$230K | 3.06% | 11 |
|
|
2022
Q1 | $3.99M | Buy |
+199,127
| New | +$3.99M | 2.81% | 12 |
|