TSWM
Tyler-Stone Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Sell |
203,548
-17,832
| -8% | -$567K | 1.04% | 23 |
|
|
2025
Q1 | $6.57M | Buy |
221,380
+11,324
| +5% | +$336K | 1.18% | 19 |
|
|
2024
Q4 | $6.4M | Buy |
210,056
+126,846
| +152% | +$3.87M | 1.14% | 19 |
|
|
2024
Q3 | $2.49M | Buy |
83,210
+43,920
| +112% | +$1.31M | 0.47% | 42 |
|
|
2024
Q2 | $1.14M | Buy |
39,290
+13,665
| +53% | +$395K | 0.47% | 41 |
|
|
2024
Q1 | $716K | Buy |
25,625
+21,955
| +598% | +$614K | 0.32% | 66 |
|
|
2023
Q4 | $97.5K | Buy |
+3,670
| New | +$97.5K | 0.05% | 266 |
|