Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.34M | Buy |
|
|||||
|
2025
Q3 | $1.24M | Sell |
|
|||||
|
2025
Q2 | $1.18M | Buy |
|
|||||
|
2025
Q1 | $1.08M | Buy |
|
|||||
|
2024
Q4 | $1.1M | Buy |
|
|||||
|
2024
Q3 | $978K | Sell |
|
|||||
|
2024
Q2 | $990K | Hold |
|
|||||
|
2024
Q1 | $966K | Buy |
|
|||||
|
2023
Q4 | $859K | Buy |
|
|||||
|
2023
Q3 | $446K | Buy |
|
|||||
|
2023
Q2 | $449K | Hold |
|
|||||
|
2023
Q1 | $424K | Buy |
|
|||||
|
2022
Q4 | $373K | Buy |
|
|||||
|
2022
Q3 | $263K | Hold |
|
|||||
|
2022
Q2 | $266K | Sell |
|
|||||
|
2022
Q1 | $295K | Buy |
|
|||||
|
2021
Q4 | $284K | Buy |
|
|||||
|
2021
Q3 | $54K | Hold |
|
|||||
|
2021
Q2 | $54K | Hold |
|
|||||
|
2021
Q1 | $52K | Hold |
|
|||||
|
2020
Q4 | $51K | Buy |
|