EWM
Evermay Wealth Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
38,015
+120
| +0.3% | +$4.48K | 0.17% | 53 |
|
2025
Q1 | $1.35M | Buy |
37,895
+8,235
| +28% | +$294K | 0.18% | 61 |
|
2024
Q4 | $1.09M | Hold |
29,660
| – | – | 0.16% | 74 |
|
2024
Q3 | $1.07M | Sell |
29,660
-2,170
| -7% | -$78K | 0.17% | 78 |
|
2024
Q2 | $1.1M | Buy |
+31,830
| New | +$1.1M | 0.18% | 73 |
|