Blue Bell Private Wealth Management’s AllianzIM US Large Cap Buffer10 Jul ETF JULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Buy |
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|
2025
Q2 | $290K | Sell |
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2025
Q1 | $266K | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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