Valtinson Bruner Financial Planning’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41,845
| Closed | -$1.11M | – | 88 |
|
|
2020
Q4 | $1.11M | Hold |
41,845
| – | – | 0.69% | 37 |
|
|
2020
Q3 | $1.07M | Hold |
41,845
| – | – | 0.75% | 34 |
|
|
2020
Q2 | $1.05M | Buy |
41,845
+3,479
| +9% | +$87.6K | 0.75% | 34 |
|
|
2020
Q1 | $908K | Sell |
38,366
-62
| -0.2% | -$1.47K | 0.73% | 29 |
|
|
2019
Q4 | $995K | Hold |
38,428
| – | – | 0.71% | 28 |
|
|
2019
Q3 | $966K | Buy |
+38,428
| New | +$966K | 0.79% | 25 |
|