B. Riley Wealth Advisors’s AllianzIM US Large Cap Buffer10 Apr ETF APRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $328K | Hold |
8,500
| – | – | 0.01% | 838 |
|
|
2024
Q3 | $321K | Hold |
8,500
| – | – | 0.01% | 925 |
|
|
2024
Q2 | $307K | Hold |
8,500
| – | – | 0.01% | 1026 |
|
|
2024
Q1 | $262K | Hold |
8,500
| – | – | 0.01% | 1113 |
|
|
2023
Q4 | $285K | Hold |
8,500
| – | – | 0.01% | 1078 |
|
|
2023
Q3 | $262K | Hold |
8,500
| – | – | 0.01% | 1113 |
|
|
2023
Q2 | $267K | Buy |
+8,500
| New | +$267K | 0.01% | 1186 |
|