Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
57,213
+223
| +0.4% | +$7.05K | 0.04% | 448 |
|
|
2025
Q1 | $1.71M | Sell |
56,990
-18,575
| -25% | -$556K | 0.02% | 683 |
|
|
2024
Q4 | $2.3M | Buy |
75,565
+51,913
| +219% | +$1.58M | 0.03% | 594 |
|
|
2024
Q3 | $717K | Sell |
23,652
-37,621
| -61% | -$1.14M | 0.01% | 1050 |
|
|
2024
Q2 | $1.82M | Sell |
61,273
-1,329
| -2% | -$39.5K | 0.02% | 650 |
|
|
2024
Q1 | $1.82M | Sell |
62,602
-2,115
| -3% | -$61.4K | 0.02% | 674 |
|
|
2023
Q4 | $1.84M | Buy |
+64,717
| New | +$1.84M | 0.02% | 625 |
|
|
2023
Q2 | – | Sell |
-16,500
| Closed | -$421K | – | 1887 |
|
|
2023
Q1 | $421K | Buy |
+16,500
| New | +$421K | 0.01% | 1226 |
|