Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer10 Dec ETF DECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-900
| Closed | -$27K | – | 4646 |
|
|
2024
Q1 | $27K | Sell |
900
-6
| -0.7% | -$180 | ﹤0.01% | 2699 |
|
|
2023
Q4 | $26K | Hold |
906
| – | – | ﹤0.01% | 2590 |
|
|
2023
Q3 | $24K | Hold |
906
| – | – | ﹤0.01% | 2552 |
|
|
2023
Q2 | $25K | Hold |
906
| – | – | ﹤0.01% | 2470 |
|
|
2023
Q1 | $23K | Buy |
906
+889
| +5,229% | +$22.6K | ﹤0.01% | 2396 |
|
|
2022
Q4 | $0 | Buy |
+17
| New | – | ﹤0.01% | 4000 |
|