OneDigital Investment Advisors’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $904K | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $527K | Hold |
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|
2023
Q4 | $514K | Hold |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $292K | Buy |
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