WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,931
| Closed | -$285K | – | 1327 |
|
|
2022
Q4 | $285K | Buy |
+8,931
| New | +$285K | 0.02% | 322 |
|
|
2022
Q1 | $692K | Sell |
22,439
-134,759
| -86% | -$4.16M | 0.05% | 210 |
|
|
2021
Q4 | $5.06M | Sell |
157,198
-1,286
| -0.8% | -$41.4K | 0.33% | 75 |
|
|
2021
Q3 | $5.15M | Sell |
158,484
-328,312
| -67% | -$10.7M | 0.34% | 74 |
|
|
2021
Q2 | $15.7M | Buy |
486,796
+14,558
| +3% | +$468K | 1.1% | 26 |
|
|
2021
Q1 | $14.9M | Buy |
472,238
+41,471
| +10% | +$1.31M | 1.16% | 22 |
|
|
2020
Q4 | $13.2M | Buy |
+430,767
| New | +$13.2M | 1.12% | 20 |
|