Personal CFO Solutions’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-513,351
| Closed | -$16.3M | – | 490 |
|
|
2023
Q2 | $16.3M | Buy |
513,351
+37,210
| +8% | +$1.18M | 3.3% | 2 |
|
|
2023
Q1 | $14.7M | Sell |
476,141
-5,227
| -1% | -$161K | 3.03% | 3 |
|
|
2022
Q4 | $14.3M | Buy |
481,368
+474,134
| +6,554% | +$14.1M | 3.03% | 3 |
|
|
2022
Q3 | $205K | Buy |
7,234
+258
| +4% | +$7.31K | 0.05% | 364 |
|
|
2022
Q2 | $203K | Buy |
+6,976
| New | +$203K | 0.05% | 396 |
|
|
2020
Q3 | – | Sell |
-62,151
| Closed | -$1.75M | – | 284 |
|
|
2020
Q2 | $1.75M | Buy |
+62,151
| New | +$1.75M | 0.52% | 44 |
|