CWS
Cypress Wealth Services’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-24,513
| Closed | -$959K | – | 260 |
|
2023
Q1 | $959K | Hold |
24,513
| – | – | 0.28% | 70 |
|
2022
Q4 | $859K | Hold |
24,513
| – | – | 0.28% | 77 |
|
2022
Q3 | $849K | Buy |
24,513
+7,115
| +41% | +$246K | 0.29% | 81 |
|
2022
Q2 | $612K | Hold |
17,398
| – | – | 0.2% | 95 |
|
2022
Q1 | $688K | Buy |
+17,398
| New | +$688K | 0.19% | 90 |
|