Blue Bell Private Wealth Management’s AllianzIM U.S. Large Cap Buffer10 Jan ETF JANT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Hold |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $83.5K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $55K | Buy |
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