Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $218K | Buy |
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