Cedar Brook Financial Partners’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
Q2 | – | Sell |
-7,623
| Closed | -$281K | – | 294 |
|
|
2024
Q1 | $281K | Buy |
+7,623
| New | +$281K | 0.06% | 332 |
|
|
2023
Q3 | – | Sell |
-10,830
| Closed | -$366K | – | 412 |
|
|
2023
Q2 | $366K | Sell |
10,830
-6,950
| -39% | -$235K | 0.09% | 238 |
|
|
2023
Q1 | $572K | Sell |
17,780
-595
| -3% | -$19.1K | 0.15% | 159 |
|
|
2022
Q4 | $564K | Hold |
18,375
| – | – | 0.16% | 151 |
|
|
2022
Q3 | $535K | Buy |
+18,375
| New | +$535K | 0.17% | 153 |
|