Carson Wealth (CWM LLC)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | – | – | 4761 |
|
|
2023
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 4522 |
|
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 4531 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 4456 |
|
|
2023
Q1 | $0 | Sell |
5
-4
| -44% | – | ﹤0.01% | 4341 |
|
|
2022
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4246 |
|