Straight Path Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,890
| Closed | -$381K | – | 101 |
|
|
2024
Q2 | $381K | Buy |
8,890
+896
| +11% | +$38.4K | 0.2% | 62 |
|
|
2024
Q1 | $334K | Buy |
7,994
+113
| +1% | +$4.72K | 0.19% | 65 |
|
|
2023
Q4 | $316K | Buy |
7,881
+190
| +2% | +$7.62K | 0.19% | 65 |
|
|
2023
Q3 | $288K | Buy |
7,691
+569
| +8% | +$21.3K | 0.2% | 59 |
|
|
2023
Q2 | $270K | Buy |
+7,122
| New | +$270K | 0.19% | 64 |
|