DHJJ Financial Advisors’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9K | Hold |
2,810
| – | – | 0.03% | 264 |
|
|
2025
Q1 | $82.2K | Hold |
2,810
| – | – | 0.03% | 245 |
|
|
2024
Q4 | $85.2K | Hold |
2,810
| – | – | 0.03% | 240 |
|
|
2024
Q3 | $83.2K | Sell |
2,810
-200
| -7% | -$5.92K | 0.03% | 240 |
|
|
2024
Q2 | $87.7K | Sell |
3,010
-695
| -19% | -$20.2K | 0.04% | 215 |
|
|
2024
Q1 | $106K | Hold |
3,705
| – | – | 0.05% | 195 |
|
|
2023
Q4 | $101K | Sell |
3,705
-305
| -8% | -$8.31K | 0.05% | 193 |
|
|
2023
Q3 | $100K | Buy |
+4,010
| New | +$100K | 0.05% | 185 |
|