B.O.S.S. Retirement Advisors’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68M | Buy |
243,060
+93
| +0% | +$2.94K | 1.93% | 8 |
|
|
2025
Q1 | $7.28M | Buy |
242,967
+1,126
| +0.5% | +$33.7K | 2.11% | 9 |
|
|
2024
Q4 | $7.36M | Buy |
+241,841
| New | +$7.36M | 2.06% | 9 |
|
|
2024
Q1 | – | Sell |
-26,092
| Closed | -$740K | – | 149 |
|
|
2023
Q4 | $740K | Sell |
26,092
-893
| -3% | -$25.3K | 0.14% | 166 |
|
|
2023
Q3 | $709K | Sell |
26,985
-29,062
| -52% | -$763K | 0.15% | 169 |
|
|
2023
Q2 | $1.51M | Buy |
56,047
+2,080
| +4% | +$55.9K | 0.32% | 129 |
|
|
2023
Q1 | $1.38M | Buy |
53,967
+422
| +0.8% | +$10.8K | 0.32% | 123 |
|
|
2022
Q4 | $1.31M | Buy |
+53,545
| New | +$1.31M | 0.33% | 122 |
|