My Personal CFO LLC’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
10,205
| – | – | 0.2% | 61 |
|
|
2025
Q1 | $423K | Sell |
10,205
-40
| -0.4% | -$1.66K | 0.21% | 59 |
|
|
2024
Q4 | $433K | Sell |
10,245
-25
| -0.2% | -$1.06K | 0.22% | 64 |
|
|
2024
Q3 | $424K | Sell |
10,270
-7,294
| -42% | -$301K | 0.23% | 64 |
|
|
2024
Q2 | $707K | Sell |
17,564
-330
| -2% | -$13.3K | 0.38% | 50 |
|
|
2024
Q1 | $700K | Sell |
17,894
-575
| -3% | -$22.5K | 0.4% | 52 |
|
|
2023
Q4 | $688K | Sell |
18,469
-936
| -5% | -$34.9K | 0.45% | 49 |
|
|
2023
Q3 | $675K | Buy |
19,405
+1,595
| +9% | +$55.5K | 0.55% | 43 |
|
|
2023
Q2 | $625K | Buy |
17,810
+1,596
| +10% | +$56K | 0.49% | 46 |
|
|
2023
Q1 | $538K | Buy |
16,214
+14,743
| +1,002% | +$490K | 0.46% | 48 |
|
|
2022
Q4 | $84.6K | Buy |
+1,471
| New | +$84.6K | 0.08% | 99 |
|