Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87
| Closed | -$2.99K | – | 1373 |
|
|
2022
Q4 | $2.99K | Sell |
87
-246
| -74% | -$8.46K | ﹤0.01% | 1044 |
|
|
2022
Q3 | $11K | Sell |
333
-90
| -21% | -$2.97K | ﹤0.01% | 867 |
|
|
2022
Q2 | $14K | Hold |
423
| – | – | ﹤0.01% | 863 |
|
|
2022
Q1 | $15K | Sell |
423
-396
| -48% | -$14K | ﹤0.01% | 913 |
|
|
2021
Q4 | $29K | Buy |
+819
| New | +$29K | ﹤0.01% | 737 |
|