Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $405K | Hold |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $199K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $192K | Buy |
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|
2021
Q1 | $186 | Buy |
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