Visionary Wealth Advisors’s Innovator US Equity Buffer ETF January BJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,447
| Closed | -$205K | – | 451 |
|
|
2023
Q2 | $205K | Sell |
5,447
-500
| -8% | -$18.9K | 0.02% | 430 |
|
|
2023
Q1 | $209K | Buy |
+5,947
| New | +$209K | 0.02% | 418 |
|
|
2022
Q4 | – | Sell |
-10,497
| Closed | -$325K | – | 426 |
|
|
2022
Q3 | $325K | Hold |
10,497
| – | – | 0.03% | 281 |
|
|
2022
Q2 | $337K | Buy |
10,497
+200
| +2% | +$6.42K | 0.03% | 302 |
|
|
2022
Q1 | $372K | Buy |
+10,297
| New | +$372K | 0.03% | 293 |
|
|
2021
Q2 | – | Sell |
-9,911
| Closed | -$338K | – | 335 |
|
|
2021
Q1 | $338K | Buy |
+9,911
| New | +$338K | 0.04% | 237 |
|