Avantax Advisory Services’s AllianzIM US Large Cap Buffer10 Jul ETF JULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,763
| Closed | -$243K | – | 2101 |
|
|
2024
Q1 | $243K | Hold |
6,763
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q4 | $227K | Buy |
6,763
+125
| +2% | +$4.2K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $205K | Buy |
+6,638
| New | +$205K | ﹤0.01% | 1420 |
|
|
2022
Q1 | – | Sell |
-13,015
| Closed | -$382K | – | 1331 |
|
|
2021
Q4 | $382K | Sell |
13,015
-10
| -0.1% | -$294 | 0.01% | 861 |
|
|
2021
Q3 | $363K | Hold |
13,025
| – | – | 0.01% | 838 |
|
|
2021
Q2 | $363K | Buy |
+13,025
| New | +$363K | 0.01% | 826 |
|