TRANSFORM WEALTH, LLC – Innovator S&P 500 Buffer ETF - September Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$521,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-2.25%
quarter
Innovator S&P 500 Buffer ETF - September 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.78% | 492 shares | 3K | $28.61 | 18.19K |
| Q2 2022 | share | Increase | +4.15% | 705 shares | -37K | $29.27 | 17.70K |
| Q1 2022 | share | Increase | +14.82% | 2.19K shares | 60K | $32.63 | 17.00K |
| Q4 2021 | share | Decrease | -67.37% | -30.58K shares | -923K | $33.46 | 14.80K |
| Q3 2021 | share | Increase | 0.00% | 45.38K shares | 1.41M | $31.24 | 45.38K |
| Q2 2021 | share | Decrease | -100.00% | -34.80K shares | -1.06M | $31.82 | 0 |
| Q1 2021 | share | Decrease | -6.95% | -2.59K shares | -29K | $30.48 | 34.80K |
| Q4 2020 | share | Increase | 0.00% | 37.40K shares | 1.09M | $29.14 | 37.40K |