PWA
Pillar Wealth Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,407
| Closed | -$334K | – | 33 |
|
|
2024
Q2 | $334K | Sell |
11,407
-10,839
| -49% | -$317K | 0.4% | 45 |
|
|
2024
Q1 | $643K | Hold |
22,246
| – | – | 0.49% | 40 |
|
|
2023
Q4 | $622K | Hold |
22,246
| – | – | 0.48% | 43 |
|
|
2023
Q3 | $584K | Hold |
22,246
| – | – | 0.51% | 42 |
|
|
2023
Q2 | $580K | Hold |
22,246
| – | – | 0.48% | 44 |
|
|
2023
Q1 | $561K | Hold |
22,246
| – | – | 0.56% | 36 |
|
|
2022
Q4 | $529K | Buy |
22,246
+3,044
| +16% | +$72.4K | 0.51% | 39 |
|
|
2022
Q3 | $413K | Hold |
19,202
| – | – | 0.41% | 39 |
|
|
2022
Q2 | $445K | Hold |
19,202
| – | – | 0.45% | 37 |
|
|
2022
Q1 | $469K | Buy |
19,202
+643
| +3% | +$15.7K | 0.45% | 33 |
|
|
2021
Q4 | $471K | Buy |
+18,559
| New | +$471K | 0.45% | 34 |
|