Blue Bell Private Wealth Management’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Hold |
3,762
| – | – | 0.02% | 282 |
|
|
2025
Q1 | $126K | Buy |
3,762
+2,800
| +291% | +$93.7K | 0.02% | 268 |
|
|
2024
Q4 | $32.4K | Hold |
962
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $31.7K | Hold |
962
| – | – | 0.01% | 420 |
|
|
2024
Q2 | $30.4K | Hold |
962
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $29.4K | Hold |
962
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $28K | Sell |
962
-38
| -4% | -$1.11K | 0.01% | 391 |
|
|
2023
Q3 | $26.8K | Hold |
1,000
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $27.3K | Buy |
+1,000
| New | +$27.3K | 0.01% | 322 |
|