Integral Investment Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
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|
2025
Q1 | $1.74M | Hold |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $4.71M | Buy |
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|
2023
Q4 | $4.5M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $5.34M | Sell |
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|
2022
Q3 | $5.25M | Buy |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $921K | Sell |
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|
2021
Q4 | $2.12M | Buy |
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