Sigma Planning Corp’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Hold |
8,337
| – | – | 0.01% | 1089 |
|
2025
Q1 | $234K | Hold |
8,337
| – | – | 0.01% | 1057 |
|
2024
Q4 | $232K | Hold |
8,337
| – | – | 0.01% | 1029 |
|
2024
Q3 | $229K | Sell |
8,337
-1,500
| -15% | -$41.2K | 0.01% | 1078 |
|
2024
Q2 | $263K | Sell |
9,837
-2,045
| -17% | -$54.8K | 0.01% | 975 |
|
2024
Q1 | $313K | Buy |
+11,882
| New | +$313K | 0.01% | 942 |
|
2023
Q4 | – | Sell |
-12,882
| Closed | -$315K | – | 1140 |
|
2023
Q3 | $315K | Buy |
+12,882
| New | +$315K | 0.01% | 903 |
|