Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
8,847
-175
| -2% | -$7.39K | 0.02% | 418 |
|
|
2025
Q1 | $360K | Sell |
9,022
-25
| -0.3% | -$998 | 0.02% | 397 |
|
|
2024
Q4 | $364K | Sell |
9,047
-70
| -0.8% | -$2.81K | 0.02% | 402 |
|
|
2024
Q3 | $358K | Hold |
9,117
| – | – | 0.02% | 397 |
|
|
2024
Q2 | $346K | Hold |
9,117
| – | – | 0.02% | 391 |
|
|
2024
Q1 | $336K | Sell |
9,117
-5,161
| -36% | -$190K | 0.02% | 391 |
|
|
2023
Q4 | $509K | Hold |
14,278
| – | – | 0.04% | 310 |
|
|
2023
Q3 | $478K | Hold |
14,278
| – | – | 0.04% | 310 |
|
|
2023
Q2 | $482K | Buy |
14,278
+997
| +8% | +$33.7K | 0.04% | 299 |
|
|
2023
Q1 | $427K | Buy |
+13,281
| New | +$427K | 0.04% | 298 |
|
|
2021
Q2 | – | Sell |
-11,952
| Closed | -$353K | – | 352 |
|
|
2021
Q1 | $353K | Buy |
+11,952
| New | +$353K | 0.04% | 228 |
|