Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $172K | Hold |
5,257
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $171K | Hold |
5,257
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $162K | Buy |
5,257
+1,999
| +61% | +$61.6K | 0.03% | 179 |
|
|
2024
Q1 | $102K | Hold |
3,258
| – | – | 0.02% | 227 |
|
|
2023
Q4 | $95K | Hold |
3,258
| – | – | 0.02% | 222 |
|
|
2023
Q3 | $87.2K | Hold |
3,258
| – | – | 0.02% | 222 |
|
|
2023
Q2 | $89.7K | Buy |
+3,258
| New | +$89.7K | 0.02% | 215 |
|