Bedel Financial Consulting’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-975
| Closed | -$26K | – | 561 |
|
|
2022
Q1 | $26K | Hold |
975
| – | – | 0.01% | 507 |
|
|
2021
Q4 | $27K | Buy |
975
+738
| +311% | +$20.4K | 0.01% | 506 |
|
|
2021
Q3 | $6K | Hold |
237
| – | – | ﹤0.01% | 753 |
|
|
2021
Q2 | $6K | Hold |
237
| – | – | ﹤0.01% | 749 |
|
|
2021
Q1 | $6K | Hold |
237
| – | – | ﹤0.01% | 716 |
|
|
2020
Q4 | $6K | Buy |
+237
| New | +$6K | ﹤0.01% | 630 |
|