WealthPLAN Partners’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,571
| Closed | -$907K | – | 350 |
|
|
2023
Q4 | $907K | Buy |
32,571
+1,587
| +5% | +$44.2K | 0.09% | 161 |
|
|
2023
Q3 | $813K | Sell |
30,984
-21,059
| -40% | -$553K | 0.09% | 157 |
|
|
2023
Q2 | $1.34M | Sell |
52,043
-41,498
| -44% | -$1.07M | 0.19% | 118 |
|
|
2023
Q1 | $2.3M | Sell |
93,541
-56
| -0.1% | -$1.38K | 0.26% | 86 |
|
|
2022
Q4 | $2.28M | Buy |
+93,597
| New | +$2.28M | 0.16% | 113 |
|