Valtinson Bruner Financial Planning’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,395
| Closed | -$419K | – | 139 |
|
|
2024
Q2 | $419K | Hold |
9,395
| – | – | 0.17% | 87 |
|
|
2024
Q1 | $406K | Sell |
9,395
-200
| -2% | -$8.64K | 0.17% | 86 |
|
|
2023
Q4 | $398K | Hold |
9,595
| – | – | 0.2% | 83 |
|
|
2023
Q3 | $367K | Sell |
9,595
-288
| -3% | -$11K | 0.2% | 85 |
|
|
2023
Q2 | $385K | Sell |
9,883
-14
| -0.1% | -$546 | 0.21% | 83 |
|
|
2023
Q1 | $365K | Buy |
9,897
+701
| +8% | +$25.8K | 0.21% | 85 |
|
|
2022
Q4 | $329K | Buy |
9,196
+1,366
| +17% | +$48.8K | 0.19% | 89 |
|
|
2022
Q3 | $260K | Buy |
7,830
+288
| +4% | +$9.56K | 0.16% | 86 |
|
|
2022
Q2 | $259K | Buy |
+7,542
| New | +$259K | 0.16% | 83 |
|