Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.6K | Hold |
800
| – | – | 0.01% | 372 |
|
|
2024
Q3 | $26K | Hold |
800
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $25.3K | Hold |
800
| – | – | 0.01% | 364 |
|
|
2024
Q1 | $24.6K | Hold |
800
| – | – | 0.01% | 373 |
|
|
2023
Q4 | $23.6K | Hold |
800
| – | – | 0.01% | 376 |
|
|
2023
Q3 | $22K | Hold |
800
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $22.3K | Hold |
800
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $21.2K | Buy |
+800
| New | +$21.2K | 0.01% | 384 |
|