Blue Bell Private Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Nov ETF NVBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68.8K | Sell |
|
|||||
|
2025
Q2 | $70.8K | Hold |
|
|||||
|
2025
Q1 | $67.3K | Sell |
|
|||||
|
2024
Q4 | $68.9K | Hold |
|
|||||
|
2024
Q3 | $67.3K | Sell |
|
|||||
|
2024
Q2 | $67.4K | Sell |
|
|||||
|
2024
Q1 | $67.5K | Hold |
|
|||||
|
2023
Q4 | $65.6K | Hold |
|
|||||
|
2023
Q3 | $63.4K | Sell |
|
|||||
|
2023
Q2 | $65.5K | Buy |
|
|||||
|
2023
Q1 | $46.8K | Buy |
|
|||||
|
2022
Q4 | $40.3K | Buy |
|