Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer10 Nov ETF NVBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-340
| Closed | -$10K | – | 4823 |
|
|
2024
Q1 | $10K | Hold |
340
| – | – | ﹤0.01% | 3341 |
|
|
2023
Q4 | $10K | Hold |
340
| – | – | ﹤0.01% | 3193 |
|
|
2023
Q3 | $9K | Hold |
340
| – | – | ﹤0.01% | 3194 |
|
|
2023
Q2 | $10K | Hold |
340
| – | – | ﹤0.01% | 3088 |
|
|
2023
Q1 | $9K | Hold |
340
| – | – | ﹤0.01% | 3021 |
|
|
2022
Q4 | $9K | Buy |
+340
| New | +$9K | ﹤0.01% | 2867 |
|