OLVIG
Oliver Lagore Vanvalin Investment Group’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
+109,187
| New | +$3.43M | 1.34% | 18 |
|
|
2024
Q4 | $3.14M | Buy |
100,056
+7,629
| +8% | +$240K | 0.8% | 25 |
|
|
2024
Q3 | $2.85M | Buy |
92,427
+16,480
| +22% | +$508K | 0.76% | 24 |
|
|
2024
Q2 | $2.28M | Sell |
75,947
-55,638
| -42% | -$1.67M | 0.65% | 28 |
|
|
2024
Q1 | $3.85M | Buy |
+131,585
| New | +$3.85M | 1.13% | 18 |
|