Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,242 shares of POCT stock, worth $206,010. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,242

Previous 5,242 -0.0%

Holding current value

$206,010

Previous $200,000 2.0%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$37.05 - $38.29 $163,020 - $168,476	-4,400 Reduced 45.63%	5,242 $200,000
Q1 2024 Apr 12, 2024	SELL	$35.88 - $37.5 $71 - $75	-2 Reduced 0.02%	9,642 $361,000
Q4 2023 Jan 17, 2024	BUY	$33.24 - $36.16 $320,566 - $348,727	9,644 New	9,644 $348,000
Q2 2023 Jul 20, 2023	SELL	$31.61 - $33.47 $682,301 - $722,449	-21,585 Reduced 43.53%	28,000 $937,000
Q4 2022 Feb 09, 2023	BUY	$28.48 - $30.65 $1.08 Million - $1.16 Million	37,800 Added 320.75%	49,585 $1.49 Million
Q3 2022 Oct 31, 2022	BUY	$28.19 - $29.67 $85,979 - $90,493	3,050 Added 34.92%	11,785 $337,000
Q2 2022 Jul 13, 2022	SELL	$27.6 - $30.33 $77,280 - $84,924	-2,800 Reduced 24.27%	8,735 $245,000
Q4 2021 Feb 14, 2022	BUY	$29.29 - $30.47 $337,860 - $351,471	11,535 New	11,535 $351,000

Others Institutions Holding POCT

# of Institutions

180

Shares Held

12M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History