BMM
Berkshire Money Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-34,047
| Closed | -$979K | – | 46 |
|
|
2022
Q2 | $979K | Buy |
+34,047
| New | +$979K | 0.16% | 36 |
|
|
2021
Q2 | – | Sell |
-225,483
| Closed | -$6.71M | – | 29 |
|
|
2021
Q1 | $6.71M | Buy |
225,483
+80,075
| +55% | +$2.38M | 1.17% | 17 |
|
|
2020
Q4 | $4.22M | Buy |
+145,408
| New | +$4.22M | 0.78% | 17 |
|