Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,959
| Closed | -$757K | – | 259 |
|
|
2023
Q1 | $757K | Sell |
19,959
-2,727
| -12% | -$103K | 0.22% | 86 |
|
|
2022
Q4 | $782K | Hold |
22,686
| – | – | 0.25% | 82 |
|
|
2022
Q3 | $785K | Hold |
22,686
| – | – | 0.27% | 82 |
|
|
2022
Q2 | $801K | Hold |
22,686
| – | – | 0.26% | 79 |
|
|
2022
Q1 | $923K | Buy |
+22,686
| New | +$923K | 0.25% | 74 |
|