TrueWealth Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.29M | Buy |
40,698
+11,255
| +38% | +$358K | 0.38% | 55 |
|
2025
Q1 | $874K | Hold |
29,443
| – | – | 0.29% | 69 |
|
2024
Q4 | $897K | Buy |
29,443
+360
| +1% | +$11K | 0.3% | 70 |
|
2024
Q3 | $869K | Hold |
29,083
| – | – | 0.29% | 71 |
|
2024
Q2 | $841K | Hold |
29,083
| – | – | 0.31% | 66 |
|
2024
Q1 | $813K | Buy |
29,083
+9,887
| +52% | +$276K | 0.31% | 65 |
|
2023
Q4 | $510K | Buy |
+19,196
| New | +$510K | 0.2% | 86 |
|