Geneos Wealth Management’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $536K | Sell |
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|
2021
Q1 | $534K | Hold |
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|
2020
Q4 | $528K | Hold |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $14.6M | Sell |
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|
2020
Q1 | $16.9M | Buy |
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|
2019
Q4 | $25M | Buy |
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|
2019
Q3 | $22.9M | Buy |
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|
2019
Q2 | $21.7M | Sell |
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|
2019
Q1 | $21M | Sell |
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|
2018
Q4 | $21.5M | Sell |
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|
2018
Q3 | $23.3M | Sell |
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|
2018
Q2 | $47.8M | Buy |
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