Zimmermann Investment Management & Planning’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,707
| Closed | -$397K | – | 104 |
|
|
2024
Q3 | $397K | Buy |
14,707
+3,285
| +29% | +$88.7K | 0.12% | 95 |
|
|
2024
Q2 | $302K | Sell |
11,422
-1,642
| -13% | -$43.5K | 0.1% | 108 |
|
|
2024
Q1 | $333K | Sell |
13,064
-2,204
| -14% | -$56.2K | 0.12% | 104 |
|
|
2023
Q4 | $368K | Sell |
15,268
-23
| -0.2% | -$554 | 0.15% | 85 |
|
|
2023
Q3 | $334K | Buy |
15,291
+1,108
| +8% | +$24.2K | 0.16% | 82 |
|
|
2023
Q2 | $316K | Buy |
+14,183
| New | +$316K | 0.15% | 84 |
|