B.O.S.S. Retirement Advisors’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
Q4 | – | Sell |
-17,892
| Closed | -$618K | – | 249 |
|
|
2024
Q3 | $618K | Buy |
17,892
+7,480
| +72% | +$258K | 0.12% | 138 |
|
|
2024
Q2 | $347K | Buy |
+10,412
| New | +$347K | 0.09% | 140 |
|
|
2024
Q1 | – | Sell |
-120,791
| Closed | -$3.77M | – | 191 |
|
|
2023
Q4 | $3.77M | Sell |
120,791
-6,357
| -5% | -$198K | 0.73% | 31 |
|
|
2023
Q3 | $3.74M | Buy |
127,148
+2,114
| +2% | +$62.1K | 0.8% | 25 |
|
|
2023
Q2 | $3.73M | Buy |
125,034
+3,458
| +3% | +$103K | 0.79% | 25 |
|
|
2023
Q1 | $3.42M | Buy |
121,576
+617
| +0.5% | +$17.4K | 0.8% | 25 |
|
|
2022
Q4 | $3.25M | Buy |
+120,959
| New | +$3.25M | 0.83% | 23 |
|