WealthPLAN Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.55M | Buy |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $5.47M | Buy |
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|
2022
Q1 | $6.22M | Buy |
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|
2021
Q4 | $3.61M | Sell |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.26M | Hold |
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|
2020
Q3 | $1.23M | Hold |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.03M | Hold |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.06M | Hold |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $1.02M | Hold |
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|
2018
Q4 | $1.01M | Buy |
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