Elmwood Wealth Management’s Innovator Deepwater Frontier Tech ETF LOUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
89,204
+15,979
| +22% | +$1M | 2.21% | 9 |
|
|
2025
Q1 | $3.33M | Buy |
73,225
+25,499
| +53% | +$1.16M | 1.36% | 23 |
|
|
2024
Q4 | $2.55M | Buy |
47,726
+5,442
| +13% | +$290K | 1.03% | 40 |
|
|
2024
Q3 | $2.01M | Buy |
42,284
+29,098
| +221% | +$1.39M | 0.83% | 46 |
|
|
2024
Q2 | $628K | Buy |
13,186
+5,199
| +65% | +$247K | 0.28% | 88 |
|
|
2024
Q1 | $381K | Buy |
+7,987
| New | +$381K | 0.16% | 100 |
|
|
2022
Q1 | – | Sell |
-900
| Closed | -$48K | – | 226 |
|
|
2021
Q4 | $48K | Buy |
+900
| New | +$48K | 0.02% | 190 |
|
|
2021
Q2 | $50K | Hold |
900
| – | – | 0.03% | 169 |
|
|
2021
Q1 | $49K | Buy |
+900
| New | +$49K | 0.03% | 167 |
|
|
2020
Q3 | $28K | Hold |
900
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $28K | Buy |
+900
| New | +$28K | 0.02% | 149 |
|
|
2019
Q4 | – | Sell |
-900
| Closed | -$20K | – | 177 |
|
|
2019
Q3 | $20K | Hold |
900
| – | – | 0.02% | 145 |
|
|
2019
Q2 | $22K | Hold |
900
| – | – | 0.02% | 155 |
|
|
2019
Q1 | $22K | Hold |
900
| – | – | 0.02% | 152 |
|
|
2018
Q4 | $18K | Buy |
+900
| New | +$18K | 0.02% | 164 |
|