Atria Wealth Solutions’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
38,212
-30,750
| -45% | -$1M | 0.03% | 563 |
|
|
2025
Q1 | $2.14M | Buy |
68,962
+967
| +1% | +$30K | 0.03% | 602 |
|
|
2024
Q4 | $2.11M | Sell |
67,995
-22,773
| -25% | -$707K | 0.02% | 621 |
|
|
2024
Q3 | $2.76M | Sell |
90,768
-24,136
| -21% | -$735K | 0.03% | 518 |
|
|
2024
Q2 | $3.39M | Buy |
114,904
+10,085
| +10% | +$298K | 0.04% | 442 |
|
|
2024
Q1 | $3.01M | Buy |
+104,819
| New | +$3.01M | 0.03% | 494 |
|