Pillar Wealth Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,562
| Closed | -$207K | – | 39 |
|
|
2024
Q2 | $207K | Sell |
4,562
-1,376
| -23% | -$62.4K | 0.25% | 56 |
|
|
2024
Q1 | $259K | Buy |
5,938
+876
| +17% | +$38.2K | 0.2% | 62 |
|
|
2023
Q4 | $211K | Hold |
5,062
| – | – | 0.16% | 67 |
|
|
2023
Q3 | $205K | Hold |
5,062
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $203K | Buy |
+5,062
| New | +$203K | 0.17% | 69 |
|
|
2022
Q4 | – | Sell |
-26,035
| Closed | -$897K | – | 65 |
|
|
2022
Q3 | $897K | Hold |
26,035
| – | – | 0.89% | 24 |
|
|
2022
Q2 | $920K | Hold |
26,035
| – | – | 0.94% | 24 |
|
|
2022
Q1 | $1.06M | Hold |
26,035
| – | – | 1.02% | 23 |
|
|
2021
Q4 | $1.11M | Buy |
+26,035
| New | +$1.11M | 1.05% | 24 |
|