Tradition Wealth Management’s Innovator Laddered Allocation Buffer ETF BUFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,439
| Closed | -$68K | – | 489 |
|
|
2023
Q4 | $68K | Sell |
2,439
-200
| -8% | -$5.58K | 0.01% | 555 |
|
|
2023
Q3 | $67K | Hold |
2,639
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $69K | Sell |
2,639
-155
| -6% | -$4.05K | 0.01% | 544 |
|
|
2023
Q1 | $70K | Hold |
2,794
| – | – | 0.01% | 528 |
|
|
2022
Q4 | $66K | Sell |
2,794
-1,099
| -28% | -$26K | 0.01% | 469 |
|
|
2022
Q3 | $87K | Buy |
3,893
+904
| +30% | +$20.2K | 0.01% | 386 |
|
|
2022
Q2 | $69K | Buy |
2,989
+1,045
| +54% | +$24.1K | 0.01% | 410 |
|
|
2022
Q1 | $49K | Buy |
+1,944
| New | +$49K | 0.01% | 521 |
|