Atria Wealth Solutions’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,795
| Closed | -$519K | – | 2012 |
|
|
2024
Q3 | $519K | Sell |
20,795
-25,525
| -55% | -$637K | 0.01% | 1225 |
|
|
2024
Q2 | $1.15M | Sell |
46,320
-30,525
| -40% | -$757K | 0.01% | 829 |
|
|
2024
Q1 | $1.92M | Sell |
76,845
-6,220
| -7% | -$155K | 0.02% | 654 |
|
|
2023
Q4 | $2.07M | Sell |
83,065
-5,765
| -6% | -$144K | 0.03% | 588 |
|
|
2023
Q3 | $2.18M | Buy |
+88,830
| New | +$2.18M | 0.03% | 530 |
|