WealthPlan Investment Management’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-165,378
| Closed | -$4.34M | – | 196 |
|
|
2023
Q3 | $4.34M | Buy |
165,378
+40,682
| +33% | +$1.07M | 0.77% | 52 |
|
|
2023
Q2 | $3.25M | Sell |
124,696
-47,506
| -28% | -$1.24M | 0.97% | 43 |
|
|
2023
Q1 | $4.35M | Sell |
172,202
-176,827
| -51% | -$4.46M | 0.75% | 51 |
|
|
2022
Q4 | $8.7M | Sell |
349,029
-5,768
| -2% | -$144K | 0.61% | 51 |
|
|
2022
Q3 | $8.44M | Buy |
+354,797
| New | +$8.44M | 0.62% | 56 |
|