Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer10 Jan ETF JANT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-41
| Closed | -$1K | – | 4514 |
|
|
2023
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 3966 |
|
|
2023
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 4000 |
|
|
2023
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 3972 |
|
|
2023
Q1 | $1K | Sell |
41
-46
| -53% | -$1.12K | ﹤0.01% | 3848 |
|
|
2022
Q4 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 3569 |
|