Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.7M | Hold |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.53M | Hold |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $457K | Hold |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $456K | Buy |
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|
2021
Q1 | $443 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Buy |
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