Authentikos Wealth Advisory’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-64,276
| Closed | -$1.92M | – | 56 |
|
|
2025
Q1 | $1.92M | Buy |
+64,276
| New | +$1.92M | 1.62% | 21 |
|
|
2024
Q4 | – | Sell |
-17,008
| Closed | -$500K | – | 146 |
|
|
2024
Q3 | $500K | Buy |
+17,008
| New | +$500K | 0.48% | 49 |
|
|
2024
Q1 | – | Sell |
-24,889
| Closed | -$661K | – | 72 |
|
|
2023
Q4 | $661K | Sell |
24,889
-7,060
| -22% | -$187K | 0.7% | 33 |
|
|
2023
Q3 | $784K | Sell |
31,949
-1,209
| -4% | -$29.7K | 0.76% | 30 |
|
|
2023
Q2 | $826K | Buy |
+33,158
| New | +$826K | 0.78% | 30 |
|