Authentikos Wealth Advisory’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 | $7.53M | Buy |
238,400
+214,437
| +895% | +$6.78M | 5.72% | 4 |
|
|
2025
Q1 | $718K | Sell |
23,963
-56,852
| -70% | -$1.7M | 0.6% | 34 |
|
|
2024
Q4 | $2.46M | Buy |
+80,815
| New | +$2.46M | 2.43% | 15 |
|
|
2024
Q1 | – | Sell |
-7,097
| Closed | -$201K | – | 68 |
|
|
2023
Q4 | $201K | Sell |
7,097
-1,697
| -19% | -$48.1K | 0.21% | 58 |
|
|
2023
Q3 | $231K | Sell |
8,794
-11,202
| -56% | -$294K | 0.22% | 55 |
|
|
2023
Q2 | $537K | Sell |
19,996
-1,248
| -6% | -$33.5K | 0.51% | 38 |
|
|
2023
Q1 | $519K | Buy |
+21,244
| New | +$519K | 0.52% | 32 |
|