WealthPLAN Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,583
| Closed | -$282K | – | 260 |
|
|
2024
Q2 | $282K | Hold |
6,583
| – | – | 0.03% | 261 |
|
|
2024
Q1 | $275K | Hold |
6,583
| – | – | 0.03% | 268 |
|
|
2023
Q4 | $264K | Hold |
6,583
| – | – | 0.03% | 279 |
|
|
2023
Q3 | $247K | Buy |
6,583
+5,749
| +689% | +$216K | 0.03% | 279 |
|
|
2023
Q2 | $31.6K | Sell |
834
-1,417
| -63% | -$53.7K | ﹤0.01% | 593 |
|
|
2023
Q1 | $80.9K | Buy |
+2,251
| New | +$80.9K | 0.01% | 465 |
|