Valeo Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,956
| Closed | -$57K | – | 1361 |
|
|
2021
Q1 | $57K | Hold |
1,956
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $56K | Hold |
1,956
| – | – | ﹤0.01% | 716 |
|
|
2020
Q3 | $54K | Hold |
1,956
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $52K | Hold |
1,956
| – | – | ﹤0.01% | 678 |
|
|
2020
Q1 | $49K | Hold |
1,956
| – | – | 0.01% | 591 |
|
|
2019
Q4 | $52K | Buy |
+1,956
| New | +$52K | 0.01% | 626 |
|