PWA
Pillar Wealth Advisors’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 |
-6,075
| Closed | -$289K | – | 38 |
|
2024
Q2 | $289K | Sell |
6,075
-6,969
| -53% | -$332K | 0.35% | 50 |
|
2024
Q1 | $594K | Sell |
13,044
-2,576
| -16% | -$117K | 0.45% | 43 |
|
2023
Q4 | $695K | Hold |
15,620
| – | – | 0.54% | 41 |
|
2023
Q3 | $653K | Hold |
15,620
| – | – | 0.57% | 39 |
|
2023
Q2 | $651K | Buy |
15,620
+8,651
| +124% | +$361K | 0.54% | 42 |
|
2023
Q1 | $271K | Hold |
6,969
| – | – | 0.27% | 55 |
|
2022
Q4 | $237K | Hold |
6,969
| – | – | 0.23% | 57 |
|
2022
Q3 | $233K | Hold |
6,969
| – | – | 0.23% | 49 |
|
2022
Q2 | $238K | Hold |
6,969
| – | – | 0.24% | 51 |
|
2022
Q1 | $273K | Hold |
6,969
| – | – | 0.26% | 45 |
|
2021
Q4 | $270K | Buy |
+6,969
| New | +$270K | 0.26% | 47 |
|