Accurate Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Sell |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $95.8K | Buy |
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