Castleview Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,787
| Closed | -$485K | – | 228 |
|
|
2024
Q4 | $485K | Buy |
10,787
+2,764
| +34% | +$124K | 0.26% | 95 |
|
|
2024
Q3 | $354K | Buy |
8,023
+1,852
| +30% | +$81.7K | 0.2% | 119 |
|
|
2024
Q2 | $265K | Buy |
6,171
+2,777
| +82% | +$119K | 0.15% | 139 |
|
|
2024
Q1 | $142K | Buy |
3,394
+1,577
| +87% | +$65.8K | 0.08% | 217 |
|
|
2023
Q4 | $72.8K | Buy |
+1,817
| New | +$72.8K | 0.05% | 242 |
|