Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Buy |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $196K | Hold |
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|
2024
Q3 | $195K | Sell |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | $175K | Hold |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $166K | Hold |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Buy |
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