Cypress Financial Planning’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
Q2 | $226K | Sell |
5,361
-1,885
| -26% | -$79.6K | 0.07% | 74 |
|
2025
Q1 | $289K | Buy |
7,246
+953
| +15% | +$38.1K | 0.1% | 65 |
|
2024
Q4 | $253K | Sell |
6,293
-294
| -4% | -$11.8K | 0.09% | 70 |
|
2024
Q3 | $259K | Buy |
6,587
+300
| +5% | +$11.8K | 0.1% | 64 |
|
2024
Q2 | $238K | Sell |
6,287
-124
| -2% | -$4.7K | 0.1% | 64 |
|
2024
Q1 | $236K | Buy |
+6,411
| New | +$236K | 0.11% | 62 |
|