Lineweaver Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,394
| Closed | -$650K | – | 129 |
|
|
2022
Q3 | $650K | Buy |
14,394
+314
| +2% | +$14.2K | 0.21% | 78 |
|
|
2022
Q2 | $395K | Hold |
14,080
| – | – | 0.13% | 91 |
|
|
2022
Q1 | $425K | Hold |
14,080
| – | – | 0.12% | 98 |
|
|
2021
Q4 | $428K | Buy |
14,080
+5,280
| +60% | +$161K | 0.12% | 93 |
|
|
2021
Q3 | $258K | Buy |
+8,800
| New | +$258K | 0.08% | 117 |
|
|
2020
Q4 | – | Hold |
0
| – | -$501K | – | 100 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 52 |
|