Clearview Wealth Advisors’s Innovator S&P Investment Grade Preferred ETF EPRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-940
| Closed | -$23K | – | 640 |
|
|
2021
Q4 | $23K | Sell |
940
-1,360
| -59% | -$33.3K | 0.01% | 312 |
|
|
2021
Q3 | $55K | Hold |
2,300
| – | – | 0.03% | 227 |
|
|
2021
Q2 | $56K | Buy |
2,300
+940
| +69% | +$22.9K | 0.03% | 231 |
|
|
2021
Q1 | $33K | Buy |
1,360
+200
| +17% | +$4.85K | 0.02% | 271 |
|
|
2020
Q4 | $29K | Buy |
+1,160
| New | +$29K | 0.02% | 255 |
|