A detailed history of Bcs Wealth Management transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Bcs Wealth Management holds 9,543 shares of KJUL stock, worth $287,912. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,543
Previous 9,543 -0.0%
Holding current value
$287,912
Previous $264,000 5.3%
% of portfolio
0.12%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$26.59 - $28.26 $9,971 - $10,597
-375 Reduced 3.78%
9,543 $264,000
Q1 2024

Apr 10, 2024

SELL
$26.22 - $28.08 $20,320 - $21,762
-775 Reduced 7.25%
9,918 $278,000
Q4 2023

Jan 11, 2024

SELL
$23.87 - $27.32 $31,365 - $35,898
-1,314 Reduced 10.94%
10,693 $290,000
Q3 2023

Oct 12, 2023

BUY
$24.83 - $26.45 $49,014 - $52,212
1,974 Added 19.68%
12,007 $300,000
Q2 2023

Jul 19, 2023

BUY
$23.89 - $25.77 $10,750 - $11,596
450 Added 4.7%
10,033 $258,000
Q1 2023

Apr 10, 2023

SELL
$24.02 - $26.06 $125,768 - $136,450
-5,236 Reduced 35.33%
9,583 $237,000
Q3 2022

Oct 07, 2022

BUY
$22.95 - $25.25 $340,096 - $374,179
14,819 New
14,819 $342,000
Q2 2022

Jul 29, 2022

SELL
$22.69 - $25.89 $318,227 - $363,107
-14,025 Closed
0 $0
Q1 2022

Apr 28, 2022

SELL
$24.6 - $26.59 $115,152 - $124,467
-4,681 Reduced 25.02%
14,025 $361,000
Q4 2021

Jan 18, 2022

BUY
$25.82 - $27.24 $1,936 - $2,042
75 Added 0.4%
18,706 $495,000
Q3 2021

Oct 25, 2021

BUY
$25.55 - $26.66 $188,482 - $196,670
7,377 Added 65.55%
18,631 $486,000
Q2 2021

Jul 21, 2021

BUY
$26.41 - $26.61 $297,218 - $299,468
11,254 New
11,254 $299,000

Others Institutions Holding KJUL

About INNOVATOR U.S. SMALL CAP POWER


  • Ticker KJUL
  • Sector Technology
More about KJUL
Track This Portfolio

Track Bcs Wealth Management Portfolio

Follow Bcs Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcs Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bcs Wealth Management with notifications on news.