Clear Point Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,000
Closed -$30.8K 141
2024
Q3
$30.8K Hold
1,000
0.02% 244
2024
Q2
$30K Hold
1,000
0.02% 233
2024
Q1
$29.3K Hold
1,000
0.02% 240
2023
Q4
$28.6K Buy
+1,000
New +$28.6K 0.03% 229