Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-190
| Closed | -$5.54K | – | 1531 |
|
|
2024
Q1 | $5.54K | Buy |
+190
| New | +$5.54K | ﹤0.01% | 843 |
|
|
2023
Q3 | – | Sell |
-28
| Closed | -$7.07K | – | 1279 |
|
|
2023
Q2 | $7.07K | Buy |
+28
| New | +$7.07K | 0.02% | 420 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$6.18K | – | 1168 |
|
|
2022
Q4 | $6.18K | Buy |
+27
| New | +$6.18K | 0.03% | 360 |
|