Bedel Financial Consulting’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-551
| Closed | -$17K | – | 557 |
|
2022
Q1 | $17K | Hold |
551
| – | – | 0.01% | 572 |
|
2021
Q4 | $18K | Hold |
551
| – | – | 0.01% | 579 |
|
2021
Q3 | $17K | Hold |
551
| – | – | 0.01% | 578 |
|
2021
Q2 | $17K | Hold |
551
| – | – | 0.01% | 588 |
|
2021
Q1 | $17K | Hold |
551
| – | – | 0.01% | 543 |
|
2020
Q4 | $16K | Buy |
+551
| New | +$16K | 0.01% | 479 |
|