Valeo Financial Advisors’s Innovator IBD 50 ETF FFTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 887 |
|
|
2021
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 1529 |
|
|
2020
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1219 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$9K | – | 1704 |
|
|
2020
Q2 | $9K | Buy |
250
+150
| +150% | +$5.4K | ﹤0.01% | 1245 |
|
|
2020
Q1 | $3K | Sell |
100
-220
| -69% | -$6.6K | ﹤0.01% | 1358 |
|
|
2019
Q4 | $11K | Buy |
320
+70
| +28% | +$2.41K | ﹤0.01% | 1067 |
|
|
2019
Q3 | $8K | Sell |
250
-100
| -29% | -$3.2K | ﹤0.01% | 1063 |
|
|
2019
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 967 |
|
|
2019
Q1 | $12K | Buy |
350
+300
| +600% | +$10.3K | ﹤0.01% | 914 |
|
|
2018
Q4 | $1K | Sell |
50
-200
| -80% | -$4K | ﹤0.01% | 1365 |
|
|
2018
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q2 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 959 |
|