Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF April BAPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8K | Hold |
167
| – | – | ﹤0.01% | 4379 |
|
2025
Q1 | $7K | Hold |
167
| – | – | ﹤0.01% | 4256 |
|
2024
Q4 | $7K | Hold |
167
| – | – | ﹤0.01% | 4027 |
|
2024
Q3 | $7K | Sell |
167
-67
| -29% | -$2.81K | ﹤0.01% | 3917 |
|
2024
Q2 | $10K | Hold |
234
| – | – | ﹤0.01% | 3519 |
|
2024
Q1 | $9K | Buy |
+234
| New | +$9K | ﹤0.01% | 3372 |
|