Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-11
| Closed | – | – | 4386 |
|
2023
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 4198 |
|
2023
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 4229 |
|
2023
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 4204 |
|
2023
Q1 | $0 | Sell |
11
-22
| -67% | – | ﹤0.01% | 4091 |
|
2022
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3714 |
|