WealthPLAN Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,535
| Closed | -$208K | – | 1367 |
|
|
2023
Q1 | $208K | Sell |
6,535
-1,911
| -23% | -$60.8K | 0.02% | 296 |
|
|
2022
Q4 | $269K | Buy |
+8,446
| New | +$269K | 0.02% | 333 |
|
|
2022
Q1 | $5.27M | Buy |
180,916
+80,433
| +80% | +$2.34M | 0.37% | 73 |
|
|
2021
Q4 | $3.05M | Buy |
100,483
+8,526
| +9% | +$259K | 0.2% | 94 |
|
|
2021
Q3 | $2.82M | Buy |
+91,957
| New | +$2.82M | 0.19% | 98 |
|