My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,915
| Closed | -$341K | – | 100 |
|
|
2024
Q2 | $341K | Sell |
8,915
-488
| -5% | -$18.7K | 0.18% | 78 |
|
|
2024
Q1 | $353K | Sell |
9,403
-477
| -5% | -$17.9K | 0.2% | 73 |
|
|
2023
Q4 | $357K | Sell |
9,880
-961
| -9% | -$34.7K | 0.23% | 69 |
|
|
2023
Q3 | $368K | Buy |
10,841
+1,663
| +18% | +$56.5K | 0.3% | 58 |
|
|
2023
Q2 | $307K | Buy |
9,178
+1,659
| +22% | +$55.5K | 0.24% | 62 |
|
|
2023
Q1 | $238K | Buy |
7,519
+5,965
| +384% | +$189K | 0.2% | 66 |
|
|
2022
Q4 | $115K | Buy |
+1,554
| New | +$115K | 0.11% | 85 |
|