Capasso Planning Partners’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,632
| Closed | -$1.18M | – | 160 |
|
|
2024
Q3 | $1.18M | Buy |
39,632
+21,692
| +121% | +$645K | 0.35% | 50 |
|
|
2024
Q2 | $525K | Sell |
17,940
-665
| -4% | -$19.5K | 0.17% | 83 |
|
|
2024
Q1 | $535K | Buy |
18,605
+1,003
| +6% | +$28.8K | 0.22% | 57 |
|
|
2023
Q4 | $490K | Sell |
17,602
-305
| -2% | -$8.5K | 0.23% | 61 |
|
|
2023
Q3 | $470K | Buy |
+17,907
| New | +$470K | 0.25% | 53 |
|