SWA
Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $476K | Hold |
14,723
| – | – | 0.23% | 66 |
|
|
2023
Q2 | $490K | Hold |
14,723
| – | – | 0.24% | 67 |
|
|
2023
Q1 | $463K | Buy |
14,723
+10,851
| +280% | +$341K | 0.25% | 67 |
|
|
2022
Q4 | $116K | Buy |
3,872
+2,756
| +247% | +$82.4K | 0.04% | 232 |
|
|
2022
Q3 | $31.8K | Hold |
1,116
| – | – | 0.01% | 508 |
|
|
2022
Q2 | $32.1K | Hold |
1,116
| – | – | 0.01% | 516 |
|
|
2022
Q1 | $34.9K | Hold |
1,116
| – | – | 0.01% | 523 |
|
|
2021
Q4 | $35.5K | Hold |
1,116
| – | – | 0.01% | 521 |
|
|
2021
Q3 | $34.3K | Hold |
1,116
| – | – | 0.01% | 508 |
|
|
2021
Q2 | $34K | Hold |
1,116
| – | – | 0.01% | 531 |
|
|
2021
Q1 | $33.2K | Hold |
1,116
| – | – | 0.01% | 516 |
|
|
2020
Q4 | $32.4K | Buy |
+1,116
| New | +$32.4K | 0.01% | 481 |
|