Meridian Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,060
| Closed | -$245K | – | 418 |
|
|
2023
Q4 | $245K | Sell |
7,060
-750
| -10% | -$26.1K | 0.02% | 532 |
|
|
2023
Q3 | $253K | Buy |
7,810
+780
| +11% | +$25.3K | 0.02% | 475 |
|
|
2023
Q2 | $230K | Hold |
7,030
| – | – | 0.02% | 492 |
|
|
2023
Q1 | $216K | Hold |
7,030
| – | – | 0.02% | 496 |
|
|
2022
Q4 | $206K | Buy |
+7,030
| New | +$206K | 0.02% | 485 |
|