Carson Wealth (CWM LLC)’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $197K | Buy |
5,751
+2,201
| +62% | +$75.4K | ﹤0.01% | 2182 |
|
2025
Q1 | $114K | Buy |
3,550
+405
| +13% | +$13K | ﹤0.01% | 2324 |
|
2024
Q4 | $95K | Buy |
3,145
+1,599
| +103% | +$48.3K | ﹤0.01% | 2308 |
|
2024
Q3 | $51K | Buy |
1,546
+891
| +136% | +$29.4K | ﹤0.01% | 2670 |
|
2024
Q2 | $21K | Hold |
655
| – | – | ﹤0.01% | 3077 |
|
2024
Q1 | $20K | Hold |
655
| – | – | ﹤0.01% | 2911 |
|
2023
Q4 | $20K | Hold |
655
| – | – | ﹤0.01% | 2773 |
|
2023
Q3 | $18K | Hold |
655
| – | – | ﹤0.01% | 2744 |
|
2023
Q2 | $19K | Hold |
655
| – | – | ﹤0.01% | 2672 |
|
2023
Q1 | $19K | Hold |
655
| – | – | ﹤0.01% | 2541 |
|
2022
Q4 | $17K | Hold |
655
| – | – | ﹤0.01% | 2475 |
|
2022
Q3 | $15K | Hold |
655
| – | – | ﹤0.01% | 2418 |
|
2022
Q2 | $16K | Hold |
655
| – | – | ﹤0.01% | 2262 |
|
2022
Q1 | $17K | Hold |
655
| – | – | ﹤0.01% | 2172 |
|
2021
Q4 | $18K | Buy |
+655
| New | +$18K | ﹤0.01% | 2047 |
|
2021
Q2 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2021
Q1 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2020
Q4 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2020
Q3 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2020
Q2 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2020
Q1 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2019
Q4 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2019
Q3 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2019
Q2 | $17K | Hold |
655
| – | – | ﹤0.01% | 1863 |
|
2019
Q1 | $17K | Buy |
+655
| New | +$17K | ﹤0.01% | 1863 |
|