WFAG
Worth Financial Advisory Group’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,150
| Closed | -$383K | – | 168 |
|
|
2024
Q2 | $383K | Buy |
14,150
+3,650
| +35% | +$98.7K | 0.25% | 92 |
|
|
2024
Q1 | $286K | Hold |
10,500
| – | – | 0.2% | 112 |
|
|
2023
Q4 | $270K | Hold |
10,500
| – | – | 0.22% | 104 |
|
|
2023
Q3 | $254K | Hold |
10,500
| – | – | 0.23% | 102 |
|
|
2023
Q2 | $262K | Buy |
+10,500
| New | +$262K | 0.24% | 98 |
|