SWM
Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $983K | Buy |
24,832
+3,589
| +17% | +$142K | 0.19% | 59 |
|
|
2024
Q3 | $827K | Hold |
21,243
| – | – | 0.16% | 64 |
|
|
2024
Q2 | $813K | Sell |
21,243
-15,498
| -42% | -$593K | 0.16% | 63 |
|
|
2024
Q1 | $1.38M | Hold |
36,741
| – | – | 0.29% | 43 |
|
|
2023
Q4 | $1.33M | Buy |
36,741
+1,326
| +4% | +$47.9K | 0.32% | 43 |
|
|
2023
Q3 | $1.2M | Hold |
35,415
| – | – | 0.3% | 47 |
|
|
2023
Q2 | $1.19M | Hold |
35,415
| – | – | 0.28% | 47 |
|
|
2023
Q1 | $1.12M | Hold |
35,415
| – | – | 0.28% | 46 |
|
|
2022
Q4 | $1.06M | Buy |
35,415
+4,734
| +15% | +$142K | 0.27% | 44 |
|
|
2022
Q3 | $879K | Hold |
30,681
| – | – | 0.23% | 52 |
|
|
2022
Q2 | $861K | Buy |
+30,681
| New | +$861K | 0.22% | 51 |
|