Personal CFO Solutions’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,932
| Closed | -$351K | – | 560 |
|
2023
Q4 | $351K | Hold |
12,932
| – | – | 0.06% | 329 |
|
2023
Q3 | $329K | Buy |
+12,932
| New | +$329K | 0.07% | 298 |
|
2023
Q1 | – | Sell |
-384,868
| Closed | -$9.18M | – | 490 |
|
2022
Q4 | $9.18M | Sell |
384,868
-4,890
| -1% | -$117K | 1.94% | 6 |
|
2022
Q3 | $8.29M | Sell |
389,758
-5,812
| -1% | -$124K | 2.08% | 7 |
|
2022
Q2 | $8.99M | Buy |
395,570
+5,630
| +1% | +$128K | 2.11% | 7 |
|
2022
Q1 | $9.31M | Buy |
389,940
+10,758
| +3% | +$257K | 1.84% | 8 |
|
2021
Q4 | $9.3M | Buy |
379,182
+13,899
| +4% | +$341K | 1.74% | 10 |
|
2021
Q3 | $8.85M | Buy |
365,283
+7,522
| +2% | +$182K | 1.81% | 9 |
|
2021
Q2 | $8.72M | Buy |
+357,761
| New | +$8.72M | 1.79% | 9 |
|