Alera Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $770K | Hold |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $700K | Hold |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $710K | Hold |
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|
2022
Q3 | $673K | Hold |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $619K | Hold |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $596K | Buy |
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