SWM
Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $420K | Buy |
13,743
+8,264
| +151% | +$253K | 0.08% | 107 |
|
|
2024
Q3 | $166K | Hold |
5,479
| – | – | 0.03% | 194 |
|
|
2024
Q2 | $157K | Hold |
5,479
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $156K | Hold |
5,479
| – | – | 0.03% | 185 |
|
|
2023
Q4 | $151K | Buy |
5,479
+4,700
| +603% | +$129K | 0.04% | 180 |
|
|
2023
Q3 | $20K | Buy |
+779
| New | +$20K | 0.01% | 383 |
|