Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
19,793
-1,139
| -5% | -$40.9K | 0.02% | 772 |
|
|
2025
Q1 | $701K | Buy |
20,932
+9,384
| +81% | +$314K | 0.01% | 1025 |
|
|
2024
Q4 | $389K | Sell |
11,548
-12,433
| -52% | -$419K | ﹤0.01% | 1382 |
|
|
2024
Q3 | $789K | Sell |
23,981
-1,455
| -6% | -$47.9K | 0.01% | 1010 |
|
|
2024
Q2 | $804K | Buy |
25,436
+2,998
| +13% | +$94.8K | 0.01% | 991 |
|
|
2024
Q1 | $685K | Buy |
+22,438
| New | +$685K | 0.01% | 1091 |
|