SWA
Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $106K | Hold |
3,116
| – | – | 0.05% | 165 |
|
|
2023
Q2 | $104K | Hold |
3,116
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $98.6K | Buy |
3,116
+321
| +11% | +$10.2K | 0.05% | 160 |
|
|
2022
Q4 | $84K | Buy |
2,795
+674
| +32% | +$20.3K | 0.03% | 278 |
|
|
2022
Q3 | $60.7K | Buy |
2,121
+423
| +25% | +$12.1K | 0.02% | 337 |
|
|
2022
Q2 | $47.7K | Hold |
1,698
| – | – | 0.02% | 395 |
|
|
2022
Q1 | $51.3K | Hold |
1,698
| – | – | 0.02% | 389 |
|
|
2021
Q4 | $51.7K | Buy |
+1,698
| New | +$51.7K | 0.02% | 402 |
|