Brown Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,878
| Closed | -$383K | – | 90 |
|
|
2024
Q2 | $383K | Hold |
8,878
| – | – | 0.15% | 61 |
|
|
2024
Q1 | $370K | Hold |
8,878
| – | – | 0.15% | 62 |
|
|
2023
Q4 | $352K | Hold |
8,878
| – | – | 0.16% | 62 |
|
|
2023
Q3 | $323K | Hold |
8,878
| – | – | 0.15% | 60 |
|
|
2023
Q2 | $329K | Buy |
+8,878
| New | +$329K | 0.17% | 71 |
|