Zimmermann Investment Management & Planning’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,649
| Closed | -$839K | – | 74 |
|
|
2024
Q3 | $839K | Buy |
33,649
+6,666
| +25% | +$166K | 0.26% | 64 |
|
|
2024
Q2 | $670K | Sell |
26,983
-348
| -1% | -$8.64K | 0.22% | 68 |
|
|
2024
Q1 | $681K | Sell |
27,331
-863
| -3% | -$21.5K | 0.25% | 71 |
|
|
2023
Q4 | $702K | Buy |
28,194
+728
| +3% | +$18.1K | 0.29% | 58 |
|
|
2023
Q3 | $679K | Buy |
+27,466
| New | +$679K | 0.33% | 55 |
|