Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $310K | Hold |
4,931
| – | – | 0.06% | 124 |
|
|
2024
Q3 | $300K | Buy |
4,931
+3,133
| +174% | +$191K | 0.06% | 118 |
|
|
2024
Q2 | $107K | Buy |
1,798
+1,498
| +499% | +$89.1K | 0.02% | 229 |
|
|
2024
Q1 | $17.3K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $16.5K | Hold |
300
| – | – | ﹤0.01% | 423 |
|
|
2023
Q3 | $15.2K | Hold |
300
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $15.4K | Buy |
+300
| New | +$15.4K | ﹤0.01% | 426 |
|