Valtinson Bruner Financial Planning’s TrueShares Structured Outcome November ETF NOVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Sell |
|
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|
2025
Q1 | $2.81M | Sell |
|
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|
2024
Q4 | $3M | Sell |
|
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|
2024
Q3 | $3.12M | Sell |
|
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|
2024
Q2 | $3.09M | Sell |
|
|||||
|
2024
Q1 | $3M | Sell |
|
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|
2023
Q4 | $2.82M | Sell |
|
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|
2023
Q3 | $2.81M | Sell |
|
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|
2023
Q2 | $2.93M | Sell |
|
|||||
|
2023
Q1 | $2.76M | Sell |
|
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|
2022
Q4 | $2.7M | Sell |
|
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|
2022
Q3 | $2.51M | Sell |
|
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|
2022
Q2 | $2.63M | Sell |
|
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|
2022
Q1 | $2.87M | Buy |
|
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|
2021
Q4 | $3M | Buy |
|