IHT Wealth Management’s Innovator Lunt Low Vol/High Beta Tactical ETF LVHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-18,032
| Closed | -$447K | – | 659 |
|
2020
Q1 | $447K | Buy |
18,032
+3,486
| +24% | +$86.4K | 0.06% | 306 |
|
2019
Q4 | $562K | Sell |
14,546
-223
| -2% | -$8.62K | 0.07% | 307 |
|
2019
Q3 | $544K | Buy |
14,769
+6,604
| +81% | +$243K | 0.07% | 302 |
|
2019
Q2 | $286K | Buy |
8,165
+1,493
| +22% | +$52.3K | 0.04% | 408 |
|
2019
Q1 | $223K | Sell |
6,672
-19,171
| -74% | -$641K | 0.04% | 435 |
|
2018
Q4 | $765K | Buy |
+25,843
| New | +$765K | 0.15% | 171 |
|