PCS
Personal CFO Solutions’s Innovator US Equity Buffer ETF December BDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,366
| Closed | -$473K | – | 546 |
|
|
2023
Q4 | $473K | Buy |
+12,366
| New | +$473K | 0.08% | 237 |
|
|
2021
Q1 | – | Sell |
-178,657
| Closed | -$5.45M | – | 411 |
|
|
2020
Q4 | $5.45M | Buy |
+178,657
| New | +$5.45M | 1.35% | 13 |
|
|
2020
Q3 | – | Sell |
-12,779
| Closed | -$337K | – | 156 |
|
|
2020
Q2 | $337K | Buy |
+12,779
| New | +$337K | 0.1% | 191 |
|
|
2020
Q1 | – | Sell |
-234,976
| Closed | -$6.32M | – | 287 |
|
|
2019
Q4 | $6.32M | Buy |
+234,976
| New | +$6.32M | 1.81% | 6 |
|