Crown Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,945
| Closed | -$239K | – | 117 |
|
|
2024
Q4 | $239K | Hold |
5,945
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $233K | Hold |
5,945
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $225K | Sell |
5,945
-347
| -6% | -$13.2K | 0.11% | 94 |
|
|
2024
Q1 | $232K | Sell |
6,292
-1,308
| -17% | -$48.1K | 0.12% | 93 |
|
|
2023
Q4 | $271K | Hold |
7,600
| – | – | 0.16% | 69 |
|
|
2023
Q3 | $255K | Sell |
7,600
-1,598
| -17% | -$53.5K | 0.19% | 57 |
|
|
2023
Q2 | $311K | Sell |
9,198
-3,802
| -29% | -$128K | 0.25% | 46 |
|
|
2023
Q1 | $418K | Buy |
+13,000
| New | +$418K | 0.35% | 38 |
|