Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $436K | Hold |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $454K | Hold |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $215K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $193K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $21 | Buy |
|