AWA
Authentikos Wealth Advisory’s AllianzIM U.S. Large Cap Buffer20 Aug ETF AUGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-69,764
| Closed | -$2.01M | – | 91 |
|
|
2024
Q3 | $2.01M | Buy |
+69,764
| New | +$2.01M | 1.94% | 17 |
|
|
2024
Q1 | – | Sell |
-30,822
| Closed | -$797K | – | 66 |
|
|
2023
Q4 | $797K | Sell |
30,822
-8,487
| -22% | -$219K | 0.84% | 29 |
|
|
2023
Q3 | $954K | Buy |
+39,309
| New | +$954K | 0.92% | 27 |
|