Summit Wealth Partners’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,302
| Closed | -$260K | – | 230 |
|
|
2024
Q1 | $260K | Buy |
8,302
+141
| +2% | +$4.41K | 0.06% | 195 |
|
|
2023
Q4 | $248K | Sell |
8,161
-182
| -2% | -$5.53K | 0.06% | 185 |
|
|
2023
Q3 | $232K | Sell |
8,343
-118
| -1% | -$3.29K | 0.06% | 167 |
|
|
2023
Q2 | $246K | Hold |
8,461
| – | – | 0.06% | 161 |
|
|
2023
Q1 | $241K | Buy |
+8,461
| New | +$241K | 0.06% | 166 |
|