BDO Wealth Advisors’s Innovator IBD 50 ETF FFTY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4,320
| Closed | -$177K | – | 1195 |
|
2020
Q4 | $177K | Hold |
4,320
| – | – | 0.02% | 243 |
|
2020
Q3 | $161K | Sell |
4,320
-30
| -0.7% | -$1.12K | 0.03% | 240 |
|
2020
Q2 | $150K | Sell |
4,350
-599
| -12% | -$20.7K | 0.03% | 247 |
|
2020
Q1 | $139K | Hold |
4,949
| – | – | 0.03% | 240 |
|
2019
Q4 | $172K | Hold |
4,949
| – | – | 0.04% | 202 |
|
2019
Q3 | $160K | Hold |
4,949
| – | – | 0.04% | 213 |
|
2019
Q2 | $170K | Buy |
+4,949
| New | +$170K | 0.05% | 205 |
|