Sugarloaf Wealth Management’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $645K | Buy |
12,557
+2,707
| +27% | +$139K | 0.12% | 76 |
|
|
2024
Q3 | $492K | Hold |
9,850
| – | – | 0.09% | 92 |
|
|
2024
Q2 | $483K | Sell |
9,850
-247
| -2% | -$12.1K | 0.1% | 87 |
|
|
2024
Q1 | $480K | Hold |
10,097
| – | – | 0.1% | 90 |
|
|
2023
Q4 | $462K | Buy |
10,097
+5,760
| +133% | +$264K | 0.11% | 86 |
|
|
2023
Q3 | $184K | Buy |
4,337
+1,529
| +54% | +$65K | 0.05% | 136 |
|
|
2023
Q2 | $117K | Hold |
2,808
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $110K | Hold |
2,808
| – | – | 0.03% | 192 |
|
|
2022
Q4 | $98.4K | Buy |
+2,808
| New | +$98.4K | 0.02% | 193 |
|