Carson Wealth (CWM LLC)’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | – | – | 4756 |
|
|
2023
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4518 |
|
|
2023
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4529 |
|
|
2023
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4454 |
|
|
2023
Q1 | $0 | Sell |
6
-5
| -45% | – | ﹤0.01% | 4338 |
|
|
2022
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4243 |
|