Clay Northam Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Clay Northam Wealth Management, LLC

  • $152 Million
  • Q4 2024

A detailed history of Clay Northam Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 14,065 shares of POCT stock, worth $548,956. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,065
Previous 15,958 11.86%
Holding current value
$548,956
Previous $621,000 10.47%
% of portfolio
0.37%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$38.63 - $40.03 $73,126 - $75,776
-1,893 Reduced 11.86%
14,065 $556,000
Q2 2024

Jul 19, 2024
SELL
$37.05 - $38.29 $7,409 - $7,658
-200 Reduced 1.24%
15,958 $611,000
Q4 2023

Jan 23, 2024
BUY
$33.24 - $36.16 $19,944 - $21,695
600 Added 3.86%
16,158 $583,000
Q1 2023

Apr 19, 2023
SELL
$29.91 - $31.63 $28,264 - $29,890
-945 Reduced 5.73%
15,558 $492,000
Q4 2022

Feb 14, 2023
SELL
$28.48 - $30.65 $85,724 - $92,256
-3,010 Reduced 15.43%
16,503 $496,000
Q4 2021

Mar 15, 2022
BUY
$29.29 - $30.47 $571,535 - $594,561
19,513 New
19,513 $594,000

Others Institutions Holding POCT

# of Institutions
224
Shares Held
16.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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