WAS
WESPAC Advisors SoCal’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Sell |
4,806
-2,000
| -29% | -$107K | 0.06% | 97 |
|
2025
Q1 | $340K | Sell |
6,806
-1,005
| -13% | -$50.1K | 0.09% | 87 |
|
2024
Q4 | $401K | Sell |
7,811
-59
| -0.7% | -$3.03K | 0.09% | 82 |
|
2024
Q3 | $398K | Buy |
7,870
+569
| +8% | +$28.7K | 0.09% | 77 |
|
2024
Q2 | $353K | Buy |
+7,301
| New | +$353K | 0.09% | 75 |
|