WealthPlan Investment Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $237K | Sell |
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2025
Q2 | $239K | Sell |
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2025
Q1 | $225K | Sell |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $68.2K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q1 | $692K | Buy |
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