DHJJ Financial Advisors’s Innovator Triple Stacker ETF - January TSJA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,102
| Closed | -$323K | – | 823 |
|
|
2023
Q4 | $323K | Sell |
11,102
-3,592
| -24% | -$104K | 0.15% | 102 |
|
|
2023
Q3 | $401K | Sell |
14,694
-20
| -0.1% | -$546 | 0.2% | 85 |
|
|
2023
Q2 | $403K | Hold |
14,714
| – | – | 0.21% | 93 |
|
|
2023
Q1 | $377K | Sell |
14,714
-2,420
| -14% | -$62K | 0.2% | 93 |
|
|
2022
Q4 | $349K | Sell |
17,134
-2,415
| -12% | -$49.1K | 0.2% | 99 |
|
|
2022
Q3 | $433K | Sell |
19,549
-252
| -1% | -$5.58K | 0.25% | 79 |
|
|
2022
Q2 | $461K | Sell |
19,801
-450
| -2% | -$10.5K | 0.26% | 79 |
|
|
2022
Q1 | $575K | Buy |
20,251
+1,240
| +7% | +$35.2K | 0.28% | 69 |
|
|
2021
Q4 | $576K | Buy |
19,011
+22
| +0.1% | +$667 | 0.27% | 71 |
|
|
2021
Q3 | $544K | Buy |
18,989
+2,677
| +16% | +$76.7K | 0.28% | 68 |
|
|
2021
Q2 | $463K | Buy |
+16,312
| New | +$463K | 0.24% | 77 |
|