Clay Northam Wealth Management’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
Q2 | $282K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $259K | Buy |
|