Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $92K | Buy |
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2023
Q2 | $82.9K | Hold |
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2023
Q1 | $77.7K | Hold |
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|
2022
Q4 | $74.1K | Hold |
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|
2022
Q3 | $70.5K | Buy |
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|
2022
Q2 | $59.5K | Hold |
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|
2022
Q1 | $63.7K | Hold |
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|
2021
Q4 | $64.3K | Hold |
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|
2021
Q3 | $61.5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $21.8K | Hold |
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|
2020
Q4 | $21.2K | Buy |
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