Leading Edge Financial Planning’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,325
| Closed | -$301K | – | 57 |
|
|
2023
Q4 | $301K | Sell |
8,325
-400
| -5% | -$14.5K | 0.16% | 45 |
|
|
2023
Q3 | $294K | Buy |
8,725
+925
| +12% | +$31.2K | 0.19% | 54 |
|
|
2023
Q2 | $267K | Sell |
7,800
-750
| -9% | -$25.7K | 0.17% | 53 |
|
|
2023
Q1 | $271K | Hold |
8,550
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $258K | Buy |
+8,550
| New | +$258K | 0.22% | 57 |
|