A detailed history of New Edge Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, New Edge Advisors, LLC holds 59,404 shares of POCT stock, worth $2.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
59,404
Previous 79,325 25.11%
Holding current value
$2.33 Million
Previous $3.04 Million 23.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$37.79 - $38.95 $752,814 - $775,922
-19,921 Reduced 25.11%
59,404 $2.31 Million
Q2 2024

Aug 15, 2024

BUY
$37.05 - $38.29 $6,965 - $7,198
188 Added 0.24%
79,325 $3.04 Million
Q1 2024

May 14, 2024

SELL
$35.88 - $37.5 $1.36 Million - $1.42 Million
-37,942 Reduced 32.41%
79,137 $2.97 Million
Q4 2023

Feb 13, 2024

BUY
$33.24 - $36.16 $3.28 Million - $3.57 Million
98,769 Added 539.43%
117,079 $4.23 Million
Q4 2022

Feb 14, 2023

BUY
$28.48 - $30.65 $521,468 - $561,201
18,310 New
18,310 $550,000

Others Institutions Holding POCT

About INNOVATOR U.S. EQUITY POWER BU


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

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.