GHP Investment 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 | $80.5K | Hold |
2,508
| – | – | ﹤0.01% | 461 |
|
|
2025
Q1 | $78.7K | Hold |
2,508
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $78.8K | Hold |
2,508
| – | – | ﹤0.01% | 458 |
|
|
2024
Q3 | $77.3K | Hold |
2,508
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $75.3K | Hold |
2,508
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $73.4K | Hold |
2,508
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $71.7K | Hold |
2,508
| – | – | ﹤0.01% | 455 |
|
|
2023
Q3 | $70K | Buy |
+2,508
| New | +$70K | ﹤0.01% | 461 |
|