Avantax Advisory Services’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,324
| Closed | -$229K | – | 1695 |
|
|
2023
Q4 | $229K | Sell |
7,324
-2,246
| -23% | -$70.1K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $281K | Buy |
+9,570
| New | +$281K | ﹤0.01% | 1232 |
|
|
2023
Q2 | – | Sell |
-7,668
| Closed | -$216K | – | 1544 |
|
|
2023
Q1 | $216K | Sell |
7,668
-425
| -5% | -$12K | ﹤0.01% | 1338 |
|
|
2022
Q4 | $218K | Buy |
+8,093
| New | +$218K | ﹤0.01% | 1271 |
|