Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,413
| Closed | -$212K | – | 582 |
|
|
2022
Q1 | $212K | Buy |
5,413
+468
| +9% | +$18.3K | 0.01% | 507 |
|
|
2021
Q4 | $227K | Buy |
+4,945
| New | +$227K | 0.01% | 513 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$10K | – | 1514 |
|
|
2019
Q4 | $10K | Sell |
300
-2,000
| -87% | -$66.7K | ﹤0.01% | 936 |
|
|
2019
Q3 | $74K | Sell |
2,300
-200
| -8% | -$6.44K | 0.01% | 456 |
|
|
2019
Q2 | $86K | Hold |
2,500
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $84K | Sell |
2,500
-850
| -25% | -$28.6K | 0.01% | 364 |
|
|
2018
Q4 | $93K | Sell |
3,350
-1,050
| -24% | -$29.1K | 0.02% | 318 |
|
|
2018
Q3 | $169K | Buy |
4,400
+600
| +16% | +$23K | 0.03% | 250 |
|
|
2018
Q2 | $133K | Buy |
3,800
+2,400
| +171% | +$84K | 0.03% | 278 |
|
|
2018
Q1 | $47K | Buy |
+1,400
| New | +$47K | 0.01% | 407 |
|