AWM
Accurate Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
6,359
-854
| -12% | -$27.1K | 0.03% | 433 |
|
|
2025
Q1 | $211K | Hold |
7,213
| – | – | 0.04% | 356 |
|
|
2024
Q4 | $218K | Buy |
7,213
+600
| +9% | +$18.2K | 0.04% | 353 |
|
|
2024
Q3 | $201K | Buy |
+6,613
| New | +$201K | 0.04% | 370 |
|
|
2024
Q1 | – | Sell |
-7,859
| Closed | -$224K | – | 291 |
|
|
2023
Q4 | $224K | Sell |
7,859
-1,672
| -18% | -$47.6K | 0.07% | 247 |
|
|
2023
Q3 | $254K | Sell |
9,531
-566
| -6% | -$15.1K | 0.08% | 219 |
|
|
2023
Q2 | $274K | Buy |
+10,097
| New | +$274K | 0.09% | 210 |
|