WCAMG
Woodard & Company Asset Management Group’s Innovator Defined Wealth Shield ETF BALT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Buy |
289,195
+268,213
| +1,278% | +$8.6M | 1.7% | 13 |
|
|
2025
Q1 | $658K | Buy |
20,982
+5,727
| +38% | +$180K | 0.14% | 66 |
|
|
2024
Q4 | $479K | Sell |
15,255
-191,693
| -93% | -$6.02M | 0.1% | 70 |
|
|
2024
Q3 | $6.38M | Buy |
206,948
+200,943
| +3,346% | +$6.2M | 1.43% | 14 |
|
|
2024
Q2 | $180K | Buy |
+6,005
| New | +$180K | 0.04% | 88 |
|