Xml Financial, LLC Innovator U.S. Equity Power Bu Transaction History

Xml Financial, LLC

$1.07 Billion
Q3 2024

A detailed history of Xml Financial, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Xml Financial, LLC holds 7,989 shares of POCT stock, worth $316,204. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,989

Previous 7,989 -0.0%

Holding current value

$316,204

Previous $305,000 1.97%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$28.48 - $30.65 $2,961 - $3,187	104 Added 1.32%	7,989 $240,000
Q1 2022 May 02, 2022	SELL	$29.01 - $30.55 $21,496 - $22,637	-741 Reduced 8.59%	7,885 $238,000
Q4 2021 Feb 01, 2022	SELL	$29.29 - $30.47 $6,033 - $6,276	-206 Reduced 2.33%	8,626 $263,000
Q1 2021 May 14, 2021	SELL	$27.5 - $28.5 $13,007 - $13,480	-473 Reduced 5.08%	8,832 $252,000
Q3 2020 Nov 13, 2020	SELL	$25.21 - $26.41 $58,285 - $61,059	-2,312 Reduced 19.9%	9,305 $246,000
Q1 2020 May 08, 2020	SELL	$20.78 - $25.59 $48,874 - $60,187	-2,352 Reduced 16.84%	11,617 $262,000
Q4 2019 Feb 04, 2020	BUY	$24.52 - $25.47 $342,519 - $355,790	13,969 New	13,969 $352,000

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
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Xml Financial, LLC Innovator U.S. Equity Power Bu Transaction History