Arkadios Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,506
| Closed | -$223K | – | 989 |
|
|
2024
Q3 | $223K | Sell |
7,506
-350
| -4% | -$10.4K | 0.01% | 802 |
|
|
2024
Q2 | $230K | Hold |
7,856
| – | – | 0.02% | 721 |
|
|
2024
Q1 | $226K | Sell |
7,856
-800
| -9% | -$23K | 0.02% | 625 |
|
|
2023
Q4 | $241K | Sell |
8,656
-912
| -10% | -$25.4K | 0.02% | 597 |
|
|
2023
Q3 | $251K | Buy |
9,568
+1,560
| +19% | +$41K | 0.02% | 551 |
|
|
2023
Q2 | $206K | Buy |
+8,008
| New | +$206K | 0.02% | 572 |
|