SWA
Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1M | Hold |
29,975
| – | – | 0.49% | 39 |
|
|
2023
Q2 | $1.01M | Hold |
29,975
| – | – | 0.49% | 38 |
|
|
2023
Q1 | $964K | Sell |
29,975
-1,060
| -3% | -$34.1K | 0.52% | 34 |
|
|
2022
Q4 | $953K | Sell |
31,035
-2
| -0% | -$61 | 0.36% | 50 |
|
|
2022
Q3 | $904K | Hold |
31,037
| – | – | 0.37% | 49 |
|
|
2022
Q2 | $916K | Hold |
31,037
| – | – | 0.36% | 50 |
|
|
2022
Q1 | $1M | Buy |
31,037
+25,512
| +462% | +$824K | 0.34% | 50 |
|
|
2021
Q4 | $174K | Hold |
5,525
| – | – | 0.06% | 194 |
|
|
2021
Q3 | $169K | Hold |
5,525
| – | – | 0.06% | 188 |
|
|
2021
Q2 | $169K | Hold |
5,525
| – | – | 0.06% | 194 |
|
|
2021
Q1 | $163K | Buy |
5,525
+4,820
| +684% | +$142K | 0.06% | 190 |
|
|
2020
Q4 | $20.1K | Hold |
705
| – | – | 0.01% | 614 |
|
|
2020
Q3 | $19.5K | Hold |
705
| – | – | 0.01% | 551 |
|
|
2020
Q2 | $18.9K | Buy |
+705
| New | +$18.9K | 0.01% | 549 |
|