Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $452K | Sell |
10,140
-150
| -1% | -$6.68K | 0.09% | 98 |
|
|
2024
Q3 | $449K | Buy |
10,290
+1,940
| +23% | +$84.7K | 0.09% | 100 |
|
|
2024
Q2 | $349K | Hold |
8,350
| – | – | 0.07% | 104 |
|
|
2024
Q1 | $337K | Hold |
8,350
| – | – | 0.07% | 108 |
|
|
2023
Q4 | $314K | Hold |
8,350
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $288K | Buy |
8,350
+8,050
| +2,683% | +$277K | 0.07% | 101 |
|
|
2023
Q2 | $10.6K | Buy |
+300
| New | +$10.6K | ﹤0.01% | 467 |
|