WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-467
| Closed | -$16.8K | – | 496 |
|
|
2023
Q2 | $16.8K | Sell |
467
-2,382
| -84% | -$85.9K | ﹤0.01% | 713 |
|
|
2023
Q1 | $97.1K | Buy |
+2,849
| New | +$97.1K | 0.01% | 432 |
|
|
2020
Q4 | – | Sell |
-364,942
| Closed | -$11.7M | – | 333 |
|
|
2020
Q3 | $11.7M | Buy |
364,942
+47,081
| +15% | +$1.5M | 1.14% | 19 |
|
|
2020
Q2 | $9.97M | Buy |
+317,861
| New | +$9.97M | 1.03% | 27 |
|