Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-190	Closed	-$5K	–	4151
2022 Q3	$5K	Hold	190	–	–	﹤0.01%	3082
2022 Q2	$5K	Sell	190 -360	-65%	-$9.47K	﹤0.01%	2991
2022 Q1	$15K	Hold	550	–	–	﹤0.01%	2254
2021 Q4	$15K	Buy	+550	New	+$15K	﹤0.01%	2139