Sugarloaf 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
Q4 | $67.5K | Hold |
1,503
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $66.3K | Hold |
1,503
| – | – | 0.01% | 280 |
|
|
2024
Q2 | $64.4K | Hold |
1,503
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $62.7K | Hold |
1,503
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $60.2K | Hold |
1,503
| – | – | 0.01% | 268 |
|
|
2023
Q3 | $56.4K | Hold |
1,503
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $57K | Hold |
1,503
| – | – | 0.01% | 271 |
|
|
2023
Q1 | $54K | Hold |
1,503
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $51.7K | Buy |
+1,503
| New | +$51.7K | 0.01% | 279 |
|