Blue Bell Private Wealth Management’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-993
| Closed | -$28.3K | – | 761 |
|
|
2024
Q4 | $28.3K | Hold |
993
| – | – | 0.01% | 418 |
|
|
2024
Q3 | $27.7K | Hold |
993
| – | – | 0.01% | 440 |
|
|
2024
Q2 | $27K | Hold |
993
| – | – | 0.01% | 430 |
|
|
2024
Q1 | $26.1K | Hold |
993
| – | – | 0.01% | 433 |
|
|
2023
Q4 | $24.3K | Hold |
993
| – | – | 0.01% | 411 |
|
|
2023
Q3 | $22.9K | Hold |
993
| – | – | 0.01% | 344 |
|
|
2023
Q2 | $22.9K | Hold |
993
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $21.2K | Buy |
+993
| New | +$21.2K | 0.01% | 312 |
|