Arkadios Wealth Advisors’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-18,141
| Closed | -$436K | – | 631 |
|
2022
Q4 | $436K | Sell |
18,141
-10,524
| -37% | -$253K | 0.06% | 312 |
|
2022
Q3 | $618K | Buy |
28,665
+422
| +1% | +$9.1K | 0.09% | 235 |
|
2022
Q2 | $644K | Sell |
28,243
-1,000
| -3% | -$22.8K | 0.1% | 236 |
|
2022
Q1 | $800K | Buy |
29,243
+1,972
| +7% | +$53.9K | 0.1% | 217 |
|
2021
Q4 | $788K | Buy |
+27,271
| New | +$788K | 0.1% | 220 |
|