B. Riley Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $459K | Hold |
11,421
| – | – | 0.02% | 728 |
|
|
2024
Q3 | $447K | Sell |
11,421
-18
| -0.2% | -$705 | 0.01% | 780 |
|
|
2024
Q2 | $434K | Buy |
11,439
+2,552
| +29% | +$96.8K | 0.01% | 879 |
|
|
2024
Q1 | $298K | Buy |
8,887
+1,945
| +28% | +$65.1K | 0.01% | 1042 |
|
|
2023
Q4 | $247K | Sell |
6,942
-1,945
| -22% | -$69.3K | 0.01% | 1141 |
|
|
2023
Q3 | $298K | Sell |
8,887
-200
| -2% | -$6.7K | 0.01% | 1042 |
|
|
2023
Q2 | $307K | Sell |
9,087
-155
| -2% | -$5.23K | 0.01% | 1107 |
|
|
2023
Q1 | $297K | Buy |
+9,242
| New | +$297K | 0.01% | 1073 |
|