Carson Wealth (CWM LLC)’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$2K | – | 5069 |
|
|
2024
Q3 | $2K | Sell |
50
-20
| -29% | -$800 | ﹤0.01% | 4432 |
|
|
2024
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 4090 |
|
|
2022
Q4 | – | Sell |
-65
| Closed | -$2K | – | 4139 |
|
|
2022
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 3496 |
|
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 3365 |
|
|
2022
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 3040 |
|
|
2021
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 2991 |
|