Accurate Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
7,976
-200
| -2% | -$7.46K | 0.05% | 357 |
|
|
2025
Q1 | $275K | Sell |
8,176
-214
| -3% | -$7.21K | 0.05% | 306 |
|
|
2024
Q4 | $293K | Hold |
8,390
| – | – | 0.06% | 293 |
|
|
2024
Q3 | $290K | Hold |
8,390
| – | – | 0.06% | 289 |
|
|
2024
Q2 | $284K | Buy |
8,390
+1,350
| +19% | +$45.7K | 0.07% | 242 |
|
|
2024
Q1 | $226K | Sell |
7,040
-610
| -8% | -$19.6K | 0.07% | 260 |
|
|
2023
Q4 | $240K | Hold |
7,650
| – | – | 0.07% | 238 |
|
|
2023
Q3 | $227K | Buy |
+7,650
| New | +$227K | 0.07% | 236 |
|
|
2023
Q1 | – | Sell |
-3,520
| Closed | -$95.8K | – | 861 |
|
|
2022
Q4 | $95.8K | Buy |
+3,520
| New | +$95.8K | 0.04% | 315 |
|