DHJJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28K | Hold |
40
| – | – | ﹤0.01% | 714 |
|
|
2025
Q1 | $1.26K | Hold |
40
| – | – | ﹤0.01% | 669 |
|
|
2024
Q4 | $1.26K | Hold |
40
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $1.23K | Hold |
40
| – | – | ﹤0.01% | 627 |
|
|
2024
Q2 | $1.2K | Hold |
40
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $1.17K | Hold |
40
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $1.14K | Hold |
40
| – | – | ﹤0.01% | 568 |
|
|
2023
Q3 | $1.11K | Buy |
+40
| New | +$1.11K | ﹤0.01% | 572 |
|