BWM
DBOC
BCS Wealth Management’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,303
| Closed | -$227K | – | 203 |
|
|
2023
Q2 | $227K | Buy |
+7,303
| New | +$227K | 0.17% | 105 |
|
|
2023
Q1 | – | Sell |
-7,317
| Closed | -$202K | – | 203 |
|
|
2022
Q4 | $202K | Buy |
+7,317
| New | +$202K | 0.08% | 186 |
|
|
2022
Q2 | – | Sell |
-7,317
| Closed | -$218K | – | 198 |
|
|
2022
Q1 | $218K | Sell |
7,317
-1,540
| -17% | -$45.9K | 0.09% | 178 |
|
|
2021
Q4 | $268K | Buy |
+8,857
| New | +$268K | 0.1% | 170 |
|
|
2021
Q3 | – | Sell |
-7,447
| Closed | -$214K | – | 181 |
|
|
2021
Q2 | $214K | Hold |
7,447
| – | – | 0.11% | 145 |
|
|
2021
Q1 | $208K | Hold |
7,447
| – | – | 0.1% | 150 |
|
|
2020
Q4 | $202K | Buy |
+7,447
| New | +$202K | 0.1% | 140 |
|