SWA
Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $363K | Hold |
12,298
| – | – | 0.18% | 75 |
|
|
2023
Q2 | $367K | Buy |
12,298
+166
| +1% | +$4.96K | 0.18% | 74 |
|
|
2023
Q1 | $350K | Sell |
12,132
-70
| -0.6% | -$2.02K | 0.19% | 76 |
|
|
2022
Q4 | $343K | Hold |
12,202
| – | – | 0.13% | 122 |
|
|
2022
Q3 | $327K | Hold |
12,202
| – | – | 0.13% | 118 |
|
|
2022
Q2 | $333K | Buy |
12,202
+8,331
| +215% | +$228K | 0.13% | 114 |
|
|
2022
Q1 | $119K | Hold |
3,871
| – | – | 0.04% | 226 |
|
|
2021
Q4 | $118K | Hold |
3,871
| – | – | 0.04% | 234 |
|
|
2021
Q3 | $114K | Sell |
3,871
-169
| -4% | -$4.99K | 0.04% | 237 |
|
|
2021
Q2 | $119K | Buy |
4,040
+3,843
| +1,951% | +$113K | 0.04% | 229 |
|
|
2021
Q1 | $5.68K | Hold |
197
| – | – | ﹤0.01% | 997 |
|
|
2020
Q4 | $5.59K | Hold |
197
| – | – | ﹤0.01% | 956 |
|
|
2020
Q3 | $5.41K | Hold |
197
| – | – | ﹤0.01% | 906 |
|
|
2020
Q2 | $5.24K | Buy |
+197
| New | +$5.24K | ﹤0.01% | 867 |
|