Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF February BFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $79.3K | Hold |
1,842
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $77.3K | Sell |
1,842
-128
| -6% | -$5.37K | 0.01% | 260 |
|
|
2024
Q2 | $80.1K | Hold |
1,970
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $77.4K | Buy |
1,970
+203
| +11% | +$7.97K | 0.02% | 248 |
|
|
2023
Q4 | $64.7K | Hold |
1,767
| – | – | 0.02% | 258 |
|
|
2023
Q3 | $58.9K | Hold |
1,767
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $60.4K | Hold |
1,767
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $56.5K | Buy |
+1,767
| New | +$56.5K | 0.01% | 272 |
|