Carson Wealth (CWM LLC)’s AllianzIM U.S. Equity 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 | $909K | Sell |
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|
2025
Q2 | $879K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $901K | Sell |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $906K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $959K | Buy |
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|
2023
Q1 | $130K | Hold |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $131K | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q2 | $191K | Hold |
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|
2021
Q1 | $191K | Hold |
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|
2020
Q4 | $191K | Hold |
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|
2020
Q3 | $191K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $191K | Hold |
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|
2019
Q4 | $191K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $191K | Hold |
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|
2019
Q1 | $191K | Buy |
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