CWS
Cypress Wealth Services’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40,193
| Closed | -$1.1M | – | 305 |
|
|
2024
Q3 | $1.1M | Sell |
40,193
-1,407
| -3% | -$38.6K | 0.23% | 73 |
|
|
2024
Q2 | $1.11M | Hold |
41,600
| – | – | 0.25% | 72 |
|
|
2024
Q1 | $1.09M | Hold |
41,600
| – | – | 0.26% | 74 |
|
|
2023
Q4 | $1.07M | Hold |
41,600
| – | – | 0.27% | 72 |
|
|
2023
Q3 | $1.02M | Buy |
+41,600
| New | +$1.02M | 0.28% | 68 |
|