AE Wealth Management’s Innovator Triple Stacker ETF - January TSJA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,660
| Closed | -$217K | – | 1862 |
|
|
2022
Q1 | $217K | Sell |
7,660
-1,704
| -18% | -$48.3K | ﹤0.01% | 1556 |
|
|
2021
Q4 | $279K | Sell |
9,364
-401
| -4% | -$11.9K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $280K | Buy |
9,765
+124
| +1% | +$3.56K | ﹤0.01% | 1385 |
|
|
2021
Q2 | $274K | Sell |
9,641
-366
| -4% | -$10.4K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $270K | Buy |
+10,007
| New | +$270K | ﹤0.01% | 1296 |
|