Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $951K | Sell |
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|
2024
Q3 | $965K | Hold |
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|
2024
Q2 | $942K | Hold |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $600K | Hold |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Buy |
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|
2021
Q1 | $16 | Buy |
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