DAS
Diversify Advisory Services’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
34,550
-100
| -0.3% | -$3.25K | 0.04% | 304 |
|
|
2025
Q1 | $1.09M | Hold |
34,650
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $1.09M | Hold |
34,650
| – | – | 0.06% | 219 |
|
|
2024
Q3 | $1.07M | Hold |
34,650
| – | – | 0.06% | 245 |
|
|
2024
Q2 | $1.05M | Sell |
34,650
-4,100
| -11% | -$124K | 0.06% | 235 |
|
|
2024
Q1 | $1.13M | Buy |
+38,750
| New | +$1.13M | 0.07% | 228 |
|