BCGM Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,241
| Closed | -$449K | – | 115 |
|
|
2021
Q4 | $449K | Hold |
14,241
| – | – | 0.24% | 67 |
|
|
2021
Q3 | $446K | Hold |
14,241
| – | – | 0.25% | 66 |
|
|
2021
Q2 | $437K | Hold |
14,241
| – | – | 0.26% | 66 |
|
|
2021
Q1 | $427K | Buy |
14,241
+4,169
| +41% | +$125K | 0.29% | 62 |
|
|
2020
Q4 | $289K | Buy |
+10,072
| New | +$289K | 0.2% | 78 |
|