Larson Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15
| Closed | -$451 | – | 1589 |
|
2022
Q4 | $451 | Buy |
+15
| New | +$451 | ﹤0.01% | 1378 |
|
2021
Q2 | – | Sell |
-477
| Closed | -$14K | – | 910 |
|
2021
Q1 | $14K | Sell |
477
-1,413
| -75% | -$41.5K | ﹤0.01% | 481 |
|
2020
Q4 | $53K | Hold |
1,890
| – | – | 0.02% | 210 |
|
2020
Q3 | $50K | Buy |
1,890
+1,413
| +296% | +$37.4K | 0.02% | 202 |
|
2020
Q2 | $12K | Buy |
+477
| New | +$12K | 0.01% | 362 |
|