EWM
Evermay Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
615
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $24.7K | Hold |
615
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $25.3K | Hold |
615
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $24.9K | Buy |
+615
| New | +$24.9K | ﹤0.01% | 384 |
|
|
2023
Q4 | – | Sell |
-7,884
| Closed | -$266K | – | 689 |
|
|
2023
Q3 | $266K | Buy |
7,884
+2,034
| +35% | +$68.5K | 0.05% | 145 |
|
|
2023
Q2 | $200K | Buy |
+5,850
| New | +$200K | 0.04% | 176 |
|