KWM
Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42,322
| Closed | -$1.09M | – | 1024 |
|
|
2023
Q3 | $1.09M | Sell |
42,322
-981
| -2% | -$25.3K | 0.04% | 410 |
|
|
2023
Q2 | $1.13M | Hold |
43,303
| – | – | 0.04% | 369 |
|
|
2023
Q1 | $1.08M | Buy |
43,303
+32,845
| +314% | +$819K | 0.05% | 379 |
|
|
2022
Q4 | $259K | Buy |
+10,458
| New | +$259K | 0.01% | 713 |
|