Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $182K | Sell |
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|
2022
Q2 | $193K | Buy |
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