Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $97K | Hold |
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2024
Q3 | $95.2K | Hold |
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2024
Q2 | $92.1K | Hold |
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|
2024
Q1 | $87.7K | Hold |
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|
2023
Q4 | $85K | Hold |
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|
2023
Q3 | $79.7K | Hold |
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|
2023
Q2 | $80.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $21K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Buy |
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