PCS
Personal CFO Solutions’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-140,327
| Closed | -$6.68M | – | 585 |
|
|
2024
Q2 | $6.68M | Buy |
+140,327
| New | +$6.68M | 1.03% | 16 |
|
|
2023
Q3 | – | Sell |
-135,258
| Closed | -$5.64M | – | 487 |
|
|
2023
Q2 | $5.64M | Buy |
135,258
+2,650
| +2% | +$110K | 1.14% | 17 |
|
|
2023
Q1 | $5.16M | Buy |
+132,608
| New | +$5.16M | 1.07% | 16 |
|
|
2021
Q2 | – | Sell |
-118,681
| Closed | -$4.25M | – | 456 |
|
|
2021
Q1 | $4.25M | Buy |
+118,681
| New | +$4.25M | 0.92% | 21 |
|