My Personal CFO LLC’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
Q3 | – | Sell |
-7,883
| Closed | -$306K | – | 99 |
|
|
2024
Q2 | $306K | Sell |
7,883
-344
| -4% | -$13.4K | 0.16% | 84 |
|
|
2024
Q1 | $312K | Sell |
8,227
-588
| -7% | -$22.3K | 0.18% | 78 |
|
|
2023
Q4 | $319K | Sell |
8,815
-978
| -10% | -$35.4K | 0.21% | 75 |
|
|
2023
Q3 | $330K | Buy |
9,793
+1,664
| +20% | +$56.1K | 0.27% | 62 |
|
|
2023
Q2 | $278K | Buy |
8,129
+1,663
| +26% | +$56.9K | 0.22% | 66 |
|
|
2023
Q1 | $205K | Buy |
6,466
+4,977
| +334% | +$157K | 0.17% | 75 |
|
|
2022
Q4 | $82.8K | Buy |
+1,489
| New | +$82.8K | 0.08% | 102 |
|