Pillar Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,808
| Closed | -$524K | – | 40 |
|
|
2024
Q2 | $524K | Sell |
8,808
-4,187
| -32% | -$249K | 0.63% | 38 |
|
|
2024
Q1 | $749K | Hold |
12,995
| – | – | 0.57% | 38 |
|
|
2023
Q4 | $716K | Hold |
12,995
| – | – | 0.55% | 40 |
|
|
2023
Q3 | $660K | Hold |
12,995
| – | – | 0.57% | 38 |
|
|
2023
Q2 | $666K | Hold |
12,995
| – | – | 0.56% | 41 |
|
|
2023
Q1 | $623K | Hold |
12,995
| – | – | 0.62% | 33 |
|
|
2022
Q4 | $553K | Hold |
12,995
| – | – | 0.53% | 37 |
|
|
2022
Q3 | $546K | Buy |
12,995
+1,140
| +10% | +$47.9K | 0.54% | 35 |
|
|
2022
Q2 | $509K | Hold |
11,855
| – | – | 0.52% | 34 |
|
|
2022
Q1 | $561K | Hold |
11,855
| – | – | 0.54% | 30 |
|
|
2021
Q4 | $571K | Buy |
+11,855
| New | +$571K | 0.54% | 30 |
|