CFCI
Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59,111
| Closed | -$1.84M | – | 170 |
|
|
2023
Q1 | $1.84M | Hold |
59,111
| – | – | 1.04% | 30 |
|
|
2022
Q4 | $1.79M | Sell |
59,111
-798
| -1% | -$24.2K | 1.08% | 27 |
|
|
2022
Q3 | $1.76M | Buy |
59,909
+4,172
| +7% | +$123K | 1.16% | 26 |
|
|
2022
Q2 | $1.62M | Buy |
55,737
+3,784
| +7% | +$110K | 1.15% | 28 |
|
|
2022
Q1 | $1.55M | Buy |
51,953
+7,438
| +17% | +$221K | 1.08% | 32 |
|
|
2021
Q4 | $1.36M | Buy |
+44,515
| New | +$1.36M | 0.87% | 32 |
|