Blue Bell Private Wealth Management’s AllianzIM US Large Cap Buffer10 Apr ETF APRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Sell |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $192K | Sell |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $182K | Sell |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $44.3K | Hold |
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|
2022
Q4 | $41.1K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6K | Buy |
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