Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24
| Closed | -$1K | – | 4908 |
|
|
2024
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 4521 |
|
|
2024
Q2 | $1K | Sell |
24
-825
| -97% | -$34.4K | ﹤0.01% | 4317 |
|
|
2024
Q1 | $34K | Buy |
849
+68
| +9% | +$2.72K | ﹤0.01% | 2550 |
|
|
2023
Q4 | $29K | Hold |
781
| – | – | ﹤0.01% | 2525 |
|
|
2023
Q3 | $27K | Buy |
+781
| New | +$27K | ﹤0.01% | 2472 |
|