PCS
Personal CFO Solutions’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-262,866
| Closed | -$11M | – | 539 |
|
|
2024
Q1 | $11M | Buy |
+262,866
| New | +$11M | 1.71% | 8 |
|
|
2023
Q2 | – | Sell |
-6,169
| Closed | -$214K | – | 479 |
|
|
2023
Q1 | $214K | Buy |
+6,169
| New | +$214K | 0.04% | 432 |
|
|
2020
Q2 | – | Sell |
-34,809
| Closed | -$821K | – | 318 |
|
|
2020
Q1 | $821K | Buy |
+34,809
| New | +$821K | 0.29% | 79 |
|