SVWAG
Sound View Wealth Advisors Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,791
| Closed | -$217K | – | 374 |
|
|
2023
Q2 | $217K | Hold |
6,791
| – | – | 0.03% | 342 |
|
|
2023
Q1 | $209K | Buy |
+6,791
| New | +$209K | 0.03% | 344 |
|
|
2021
Q3 | – | Sell |
-7,184
| Closed | -$224K | – | 293 |
|
|
2021
Q2 | $224K | Buy |
+7,184
| New | +$224K | 0.05% | 265 |
|