Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $250 | Hold |
7
| – | – | ﹤0.01% | 640 |
|
2024
Q3 | $244 | Hold |
7
| – | – | ﹤0.01% | 641 |
|
2024
Q2 | $236 | Hold |
7
| – | – | ﹤0.01% | 683 |
|
2024
Q1 | $229 | Hold |
7
| – | – | ﹤0.01% | 686 |
|
2023
Q4 | $221 | Hold |
7
| – | – | ﹤0.01% | 704 |
|
2023
Q3 | $209 | Sell |
7
-10
| -59% | -$299 | ﹤0.01% | 785 |
|
2023
Q2 | $511 | Buy |
+17
| New | +$511 | ﹤0.01% | 713 |
|