Clear Point Advisors’s AllianzIM U.S. Large Cap Buffer20 Feb ETF FEBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Hold |
22,009
| – | – | 0.59% | 48 |
|
|
2025
Q1 | $669K | Buy |
22,009
+801
| +4% | +$24.3K | 0.6% | 48 |
|
|
2024
Q4 | $657K | Sell |
21,208
-569
| -3% | -$17.6K | 0.56% | 50 |
|
|
2024
Q3 | $661K | Hold |
21,777
| – | – | 0.51% | 50 |
|
|
2024
Q2 | $645K | Hold |
21,777
| – | – | 0.53% | 49 |
|
|
2024
Q1 | $631K | Buy |
+21,777
| New | +$631K | 0.52% | 52 |
|