Northwestern Mutual Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,398
| Closed | -$186K | – | 3814 |
|
2023
Q4 | $186K | Buy |
+5,398
| New | +$186K | ﹤0.01% | 1533 |
|
2022
Q3 | – | Sell |
-3,536
| Closed | -$103K | – | 3411 |
|
2022
Q2 | $103K | Buy |
+3,536
| New | +$103K | ﹤0.01% | 1636 |
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$60K | – | 2972 |
|
2020
Q4 | $60K | Buy |
+2,000
| New | +$60K | ﹤0.01% | 1587 |
|