Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $766K | Hold |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $511K | Hold |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $99K | Hold |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $100K | Buy |
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