BOSSRA
B.O.S.S. Retirement Advisors’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,277
| Closed | -$723K | – | 210 |
|
|
2024
Q2 | $723K | Buy |
+25,277
| New | +$723K | 0.18% | 118 |
|
|
2023
Q4 | – | Sell |
-60,417
| Closed | -$1.54M | – | 258 |
|
|
2023
Q3 | $1.54M | Buy |
60,417
+1,166
| +2% | +$29.8K | 0.33% | 110 |
|
|
2023
Q2 | $1.53M | Buy |
+59,251
| New | +$1.53M | 0.32% | 124 |
|