WAS
WESPAC Advisors SoCal’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
10,000
| – | – | 0.07% | 91 |
|
|
2025
Q1 | $297K | Hold |
10,000
| – | – | 0.08% | 90 |
|
|
2024
Q4 | $305K | Sell |
10,000
-400
| -4% | -$12.2K | 0.07% | 88 |
|
|
2024
Q3 | $311K | Hold |
10,400
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $301K | Buy |
+10,400
| New | +$301K | 0.08% | 77 |
|