LWM
Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
34,651
+1,200
| +4% | +$50.7K | 0.67% | 31 |
|
|
2025
Q1 | $1.34M | Sell |
33,451
-1,500
| -4% | -$59.9K | 0.67% | 29 |
|
|
2024
Q4 | $1.4M | Hold |
34,951
| – | – | 0.73% | 27 |
|
|
2024
Q3 | $1.37M | Sell |
34,951
-383
| -1% | -$15K | 0.75% | 27 |
|
|
2024
Q2 | $1.34M | Buy |
35,334
+6,450
| +22% | +$245K | 0.81% | 25 |
|
|
2024
Q1 | $1.06M | Buy |
28,884
+14,588
| +102% | +$537K | 0.69% | 28 |
|
|
2023
Q4 | $509K | Buy |
+14,296
| New | +$509K | 0.37% | 57 |
|