AWA
Authentikos Wealth Advisory’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,904
| Closed | -$1.14M | – | 130 |
|
|
2024
Q3 | $1.14M | Buy |
+32,904
| New | +$1.14M | 1.09% | 25 |
|
|
2024
Q1 | – | Sell |
-41,264
| Closed | -$1.29M | – | 69 |
|
|
2023
Q4 | $1.29M | Sell |
41,264
-1,931
| -4% | -$60.2K | 1.36% | 19 |
|
|
2023
Q3 | $1.27M | Sell |
43,195
-2,770
| -6% | -$81.4K | 1.23% | 20 |
|
|
2023
Q2 | $1.37M | Sell |
45,965
-2,746
| -6% | -$81.8K | 1.29% | 23 |
|
|
2023
Q1 | $1.31M | Buy |
+48,711
| New | +$1.31M | 1.33% | 20 |
|