Sugarloaf Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26K | Hold |
625
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $25.4K | Hold |
625
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $24.4K | Hold |
625
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $23.5K | Hold |
625
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $22.3K | Hold |
625
| – | – | 0.01% | 384 |
|
|
2023
Q3 | $20.5K | Hold |
625
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $21K | Buy |
+625
| New | +$21K | ﹤0.01% | 381 |
|