AWA
Authentikos Wealth Advisory’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-785
| Closed | -$23.2K | – | 129 |
|
|
2024
Q3 | $23.2K | Buy |
+785
| New | +$23.2K | 0.02% | 144 |
|
|
2023
Q4 | – | Sell |
-18,612
| Closed | -$476K | – | 321 |
|
|
2023
Q3 | $476K | Sell |
18,612
-930
| -5% | -$23.8K | 0.46% | 41 |
|
|
2023
Q2 | $503K | Buy |
+19,542
| New | +$503K | 0.47% | 41 |
|