White Knight Strategic Wealth Advisors’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,513
| Closed | -$291K | – | 78 |
|
2022
Q4 | $291K | Sell |
10,513
-3,852
| -27% | -$107K | 0.4% | 53 |
|
2022
Q3 | $395K | Hold |
14,365
| – | – | 0.57% | 42 |
|
2022
Q2 | $393K | Sell |
14,365
-150
| -1% | -$4.1K | 0.54% | 44 |
|
2022
Q1 | $423K | Sell |
14,515
-3,197
| -18% | -$93.2K | 0.46% | 47 |
|
2021
Q4 | $523K | Buy |
+17,712
| New | +$523K | 0.55% | 44 |
|