Maia Wealth’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 | $464K | Buy |
14,455
+644
| +5% | +$20.7K | 0.09% | 204 |
|
|
2025
Q1 | $430K | Buy |
13,811
+30
| +0.2% | +$935 | 0.1% | 183 |
|
|
2024
Q4 | $436K | Buy |
13,781
+3,726
| +37% | +$118K | 0.09% | 181 |
|
|
2024
Q3 | $311K | Sell |
10,055
-302
| -3% | -$9.35K | 0.08% | 189 |
|
|
2024
Q2 | $314K | Buy |
+10,357
| New | +$314K | 0.09% | 154 |
|