Carson Wealth (CWM LLC)’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Hold |
254
| – | – | ﹤0.01% | 4336 |
|
|
2025
Q1 | $8K | Sell |
254
-198
| -44% | -$6.24K | ﹤0.01% | 4195 |
|
|
2024
Q4 | $15K | Sell |
452
-26
| -5% | -$863 | ﹤0.01% | 3617 |
|
|
2024
Q3 | $15K | Hold |
478
| – | – | ﹤0.01% | 3535 |
|
|
2024
Q2 | $15K | Buy |
478
+147
| +44% | +$4.61K | ﹤0.01% | 3289 |
|
|
2024
Q1 | $10K | Buy |
+331
| New | +$10K | ﹤0.01% | 3313 |
|