Pine Harbor Wealth Management’s Innovator Defined Wealth Shield ETF BALT Stock Holding History

Pine Harbor Wealth Management’s Portfolio BALT Stock Details BALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$388K	Buy
2025 Q2	–	Sell
2025 Q1	$532K	Sell
2024 Q4	$541K	Sell
2024 Q3	$539K	Sell
2024 Q2	$662K	Hold
2024 Q1	$645K	Buy
2023 Q4	$576K	Buy