Cypress Financial Planning’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
11,625
-980
| -8% | -$30.3K | 0.12% | 60 |
|
|
2025
Q1 | $363K | Sell |
12,605
-180
| -1% | -$5.18K | 0.13% | 52 |
|
|
2024
Q4 | $352K | Buy |
12,785
+91
| +0.7% | +$2.51K | 0.13% | 53 |
|
|
2024
Q3 | $368K | Buy |
12,694
+1,835
| +17% | +$53.2K | 0.14% | 51 |
|
|
2024
Q2 | $296K | Sell |
10,859
-81
| -0.7% | -$2.21K | 0.12% | 57 |
|
|
2024
Q1 | $298K | Sell |
10,940
-466
| -4% | -$12.7K | 0.14% | 56 |
|
|
2023
Q4 | $295K | Buy |
11,406
+217
| +2% | +$5.61K | 0.27% | 26 |
|
|
2023
Q3 | $273K | Buy |
+11,189
| New | +$273K | 0.16% | 49 |
|