Pillar Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,152
| Closed | -$543K | – | 67 |
|
|
2022
Q4 | $543K | Sell |
18,152
-11,655
| -39% | -$349K | 0.52% | 38 |
|
|
2022
Q3 | $840K | Hold |
29,807
| – | – | 0.84% | 27 |
|
|
2022
Q2 | $842K | Sell |
29,807
-19,809
| -40% | -$560K | 0.86% | 27 |
|
|
2022
Q1 | $1.55M | Hold |
49,616
| – | – | 1.5% | 18 |
|
|
2021
Q4 | $1.61M | Buy |
+49,616
| New | +$1.61M | 1.53% | 19 |
|