Walkner Condon Financial Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $559K | Sell |
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|
2025
Q2 | $605K | Hold |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $608K | Hold |
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|
2024
Q3 | $595K | Hold |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $544K | Hold |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $486K | Hold |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $484K | Sell |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $767K | Sell |
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|
2021
Q1 | $11.8M | Buy |
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|
2020
Q4 | $10.5M | Sell |
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|
2020
Q3 | $10.1M | Sell |
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|
2020
Q2 | $9.77M | Sell |
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|
2020
Q1 | $9.03M | Buy |
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