A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 34,330 shares of POCT stock, worth $1.37 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
34,330
Previous 35,012 1.95%
Holding current value
$1.37 Million
Previous $1.34 Million 0.22%
% of portfolio
0.5%
Previous 0.54%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$37.79 - $38.95 $25,772 - $26,563
-682 Reduced 1.95%
34,330 $1.34 Million
Q2 2024

Jul 26, 2024

BUY
$37.05 - $38.29 $407,549 - $421,190
11,000 Added 45.81%
35,012 $1.34 Million
Q4 2023

Jan 23, 2024

SELL
$33.24 - $36.16 $30,580 - $33,267
-920 Reduced 3.69%
24,012 $867,000
Q3 2023

Oct 25, 2023

SELL
$33.33 - $34.11 $194,147 - $198,690
-5,825 Reduced 18.94%
24,932 $846,000
Q4 2022

Jan 20, 2023

BUY
$28.48 - $30.65 $237,722 - $255,835
8,347 Added 37.25%
30,757 $0
Q1 2022

Apr 27, 2022

SELL
$29.01 - $30.55 $61,559 - $64,827
-2,122 Reduced 8.65%
22,410 $678,000
Q4 2021

Jan 21, 2022

SELL
$29.29 - $30.47 $26,068 - $27,118
-890 Reduced 3.5%
24,532 $747,000
Q3 2021

Nov 15, 2021

SELL
$29.07 - $29.35 $17,151 - $17,316
-590 Reduced 2.27%
25,422 $746,000
Q1 2021

Apr 20, 2021

SELL
$27.5 - $28.5 $27,500 - $28,500
-1,000 Reduced 3.7%
26,012 $741,000
Q4 2020

Jan 25, 2021

SELL
$26.07 - $27.82 $113,534 - $121,156
-4,355 Reduced 13.88%
27,012 $751,000
Q3 2020

Oct 08, 2020

SELL
$25.21 - $26.41 $35,167 - $36,841
-1,395 Reduced 4.26%
31,367 $828,000
Q1 2020

Apr 15, 2020

SELL
$20.78 - $25.59 $361,135 - $444,728
-17,379 Reduced 34.66%
32,762 $739,000
Q4 2019

Jan 24, 2020

BUY
$24.52 - $25.47 $1.23 Million - $1.28 Million
50,141 New
50,141 $1.26 Million

Others Institutions Holding POCT

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.