DHJJ Financial Advisors’s Innovator U.S. Equity Accelerated ETF - April XDAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-708
| Closed | -$25.3K | – | 996 |
|
2025
Q1 | $25.3K | Sell |
708
-110
| -13% | -$3.92K | 0.01% | 403 |
|
2024
Q4 | $29K | Sell |
818
-15
| -2% | -$532 | 0.01% | 378 |
|
2024
Q3 | $28.7K | Sell |
833
-50
| -6% | -$1.73K | 0.01% | 380 |
|
2024
Q2 | $29.2K | Hold |
883
| – | – | 0.01% | 343 |
|
2024
Q1 | $27.8K | Sell |
883
-40
| -4% | -$1.26K | 0.01% | 332 |
|
2023
Q4 | $28.4K | Sell |
923
-400
| -30% | -$12.3K | 0.01% | 326 |
|
2023
Q3 | $37.4K | Buy |
+1,323
| New | +$37.4K | 0.02% | 278 |
|