PWA
Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,529
| Closed | -$428K | – | 66 |
|
|
2024
Q1 | $428K | Buy |
12,529
+2,242
| +22% | +$76.6K | 0.32% | 50 |
|
|
2023
Q4 | $336K | Hold |
10,287
| – | – | 0.26% | 61 |
|
|
2023
Q3 | $313K | Hold |
10,287
| – | – | 0.27% | 55 |
|
|
2023
Q2 | $317K | Hold |
10,287
| – | – | 0.26% | 57 |
|
|
2023
Q1 | $301K | Buy |
10,287
+2,443
| +31% | +$71.4K | 0.3% | 52 |
|
|
2022
Q4 | $223K | Hold |
7,844
| – | – | 0.21% | 60 |
|
|
2022
Q3 | $209K | Hold |
7,844
| – | – | 0.21% | 54 |
|
|
2022
Q2 | $212K | Hold |
7,844
| – | – | 0.22% | 54 |
|
|
2022
Q1 | $230K | Hold |
7,844
| – | – | 0.22% | 49 |
|
|
2021
Q4 | $229K | Buy |
+7,844
| New | +$229K | 0.22% | 52 |
|