Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $154K | Buy |
4,400
+550
| +14% | +$19.3K | 0.03% | 197 |
|
|
2024
Q3 | $135K | Hold |
3,850
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $132K | Hold |
3,850
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $129K | Hold |
3,850
| – | – | 0.03% | 204 |
|
|
2023
Q4 | $123K | Buy |
3,850
+2,750
| +250% | +$88.1K | 0.03% | 199 |
|
|
2023
Q3 | $32.3K | Hold |
1,100
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $33.2K | Hold |
1,100
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $31.4K | Hold |
1,100
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $30.2K | Buy |
+1,100
| New | +$30.2K | 0.01% | 357 |
|