A detailed history of Cypress Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 13,427 shares of PJAN stock, worth $557,757. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,427
Previous 15,014 10.57%
Holding current value
$557,757
Previous $604,000 8.28%
% of portfolio
0.12%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$39.31 - $41.32 $62,384 - $65,574
-1,587 Reduced 10.57%
13,427 $554,000
Q3 2023

Oct 13, 2023

SELL
$34.68 - $35.75 $528,870 - $545,187
-15,250 Reduced 50.39%
15,014 $522,000
Q2 2023

Jul 21, 2023

SELL
$33.11 - $35.11 $21,057 - $22,329
-636 Reduced 2.06%
30,264 $1.06 Million
Q1 2023

Apr 07, 2023

BUY
$31.4 - $33.34 $69,802 - $74,114
2,223 Added 7.75%
30,900 $1.03 Million
Q1 2022

Apr 22, 2022

BUY
$31.07 - $33.35 $890,994 - $956,377
28,677 New
28,677 $934,000

Others Institutions Holding PJAN

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PJAN
  • Sector ETFs
  • Industry ETFs
More about PJAN
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC 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 Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.