WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-878
| Closed | -$31.9K | – | 503 |
|
|
2023
Q2 | $31.9K | Sell |
878
-851
| -49% | -$30.9K | ﹤0.01% | 590 |
|
|
2023
Q1 | $59.3K | Buy |
+1,729
| New | +$59.3K | 0.01% | 524 |
|
|
2022
Q1 | $1.43M | Sell |
43,092
-3,260
| -7% | -$108K | 0.1% | 138 |
|
|
2021
Q4 | $1.6M | Sell |
46,352
-1,527
| -3% | -$52.8K | 0.11% | 137 |
|
|
2021
Q3 | $1.68M | Buy |
47,879
+6
| +0% | +$210 | 0.11% | 131 |
|
|
2021
Q2 | $1.67M | Buy |
47,873
+9,797
| +26% | +$341K | 0.12% | 121 |
|
|
2021
Q1 | $1.31M | Sell |
38,076
-1,662
| -4% | -$57K | 0.1% | 127 |
|
|
2020
Q4 | $1.33M | Buy |
39,738
+24,174
| +155% | +$810K | 0.11% | 118 |
|
|
2020
Q3 | $508K | Buy |
+15,564
| New | +$508K | 0.05% | 195 |
|