WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,802
| Closed | -$180K | – | 529 |
|
|
2023
Q2 | $180K | Hold |
7,802
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $182K | Buy |
+7,802
| New | +$182K | 0.02% | 325 |
|
|
2022
Q1 | – | Sell |
-7,802
| Closed | -$201K | – | 388 |
|
|
2021
Q4 | $201K | Sell |
7,802
-23,743
| -75% | -$612K | 0.01% | 367 |
|
|
2021
Q3 | $808K | Sell |
31,545
-7,407
| -19% | -$190K | 0.05% | 192 |
|
|
2021
Q2 | $1.02M | Buy |
+38,952
| New | +$1.02M | 0.07% | 150 |
|