Arkadios Wealth Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,130
| Closed | -$217K | – | 747 |
|
|
2023
Q3 | $217K | Sell |
8,130
-600
| -7% | -$16K | 0.02% | 596 |
|
|
2023
Q2 | $238K | Sell |
8,730
-600
| -6% | -$16.4K | 0.03% | 510 |
|
|
2023
Q1 | $242K | Buy |
+9,330
| New | +$242K | 0.03% | 502 |
|
|
2022
Q2 | – | Sell |
-8,100
| Closed | -$216K | – | 588 |
|
|
2022
Q1 | $216K | Buy |
+8,100
| New | +$216K | 0.03% | 514 |
|