Elmwood Wealth Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,440
| Closed | -$42K | – | 308 |
|
|
2021
Q4 | $42K | Buy |
+1,440
| New | +$42K | 0.02% | 196 |
|
|
2021
Q2 | $41K | Hold |
1,440
| – | – | 0.02% | 179 |
|
|
2021
Q1 | $41K | Buy |
+1,440
| New | +$41K | 0.03% | 173 |
|
|
2020
Q3 | $845K | Hold |
31,585
| – | – | 0.69% | 51 |
|
|
2020
Q2 | $845K | Buy |
+31,585
| New | +$845K | 0.69% | 51 |
|