SWA
Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $421K | Buy |
12,480
+5,876
| +89% | +$198K | 0.21% | 73 |
|
|
2023
Q2 | $226K | Hold |
6,604
| – | – | 0.11% | 97 |
|
|
2023
Q1 | $209K | Hold |
6,604
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $199K | Hold |
6,604
| – | – | 0.08% | 175 |
|
|
2022
Q3 | $189K | Buy |
6,604
+517
| +8% | +$14.8K | 0.08% | 174 |
|
|
2022
Q2 | $179K | Buy |
6,087
+1,700
| +39% | +$49.9K | 0.07% | 177 |
|
|
2022
Q1 | $135K | Hold |
4,387
| – | – | 0.05% | 216 |
|
|
2021
Q4 | $135K | Hold |
4,387
| – | – | 0.05% | 220 |
|
|
2021
Q3 | $131K | Hold |
4,387
| – | – | 0.05% | 221 |
|
|
2021
Q2 | $130K | Buy |
+4,387
| New | +$130K | 0.05% | 218 |
|