Accurate Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,443
| Closed | -$205K | – | 457 |
|
|
2025
Q1 | $205K | Sell |
7,443
-1,800
| -19% | -$49.6K | 0.04% | 367 |
|
|
2024
Q4 | $257K | Hold |
9,243
| – | – | 0.05% | 320 |
|
|
2024
Q3 | $254K | Hold |
9,243
| – | – | 0.05% | 309 |
|
|
2024
Q2 | $249K | Sell |
9,243
-175
| -2% | -$4.72K | 0.06% | 271 |
|
|
2024
Q1 | $245K | Buy |
9,418
+1,138
| +14% | +$29.6K | 0.07% | 248 |
|
|
2023
Q4 | $213K | Hold |
8,280
| – | – | 0.07% | 256 |
|
|
2023
Q3 | $204K | Buy |
+8,280
| New | +$204K | 0.06% | 257 |
|