DFA
DBJA
DHJJ Financial Advisors’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,642
| Closed | -$402K | – | 824 |
|
2023
Q4 | $402K | Sell |
13,642
-3,553
| -21% | -$105K | 0.19% | 90 |
|
2023
Q3 | $492K | Sell |
17,195
-2,620
| -13% | -$75K | 0.25% | 74 |
|
2023
Q2 | $561K | Sell |
19,815
-70
| -0.4% | -$1.98K | 0.29% | 71 |
|
2023
Q1 | $535K | Buy |
19,885
+889
| +5% | +$23.9K | 0.29% | 73 |
|
2022
Q4 | $477K | Sell |
18,996
-1,090
| -5% | -$27.3K | 0.27% | 76 |
|
2022
Q3 | $472K | Sell |
20,086
-22
| -0.1% | -$517 | 0.28% | 76 |
|
2022
Q2 | $489K | Hold |
20,108
| – | – | 0.27% | 74 |
|
2022
Q1 | $552K | Buy |
20,108
+3,855
| +24% | +$106K | 0.26% | 75 |
|
2021
Q4 | $481K | Hold |
16,253
| – | – | 0.23% | 81 |
|
2021
Q3 | $450K | Buy |
16,253
+180
| +1% | +$4.98K | 0.23% | 81 |
|
2021
Q2 | $441K | Buy |
16,073
+2,185
| +16% | +$60K | 0.23% | 81 |
|
2021
Q1 | $366K | Buy |
+13,888
| New | +$366K | 0.21% | 80 |
|