Maltin Wealth Management’s Innovator Triple Stacker ETF - October TSOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,777
| Closed | -$451K | – | 117 |
|
|
2023
Q2 | $451K | Buy |
14,777
+700
| +5% | +$21.3K | 0.32% | 69 |
|
|
2023
Q1 | $405K | Buy |
+14,077
| New | +$405K | 0.29% | 72 |
|
|
2021
Q3 | – | Sell |
-224,087
| Closed | -$6.8M | – | 114 |
|
|
2021
Q2 | $6.8M | Buy |
224,087
+3,887
| +2% | +$118K | 4.13% | 5 |
|
|
2021
Q1 | $6.46M | Buy |
+220,200
| New | +$6.46M | 4.19% | 5 |
|