Zimmermann Investment Management & Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,023	Closed	-$422K	–	144
2023 Q4	$422K	Sell	12,023 -908	-7%	-$31.9K	0.17%	74
2023 Q3	$428K	Buy	12,931 +212	+2%	+$7.02K	0.21%	75
2023 Q2	$425K	Buy	+12,719	New	+$425K	0.2%	71