Commonwealth Equity Services’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.87M | Buy |
79,925
+54,977
| +220% | +$1.97M | ﹤0.01% | 1727 |
|
2025
Q1 | $835K | Sell |
24,948
-5,139
| -17% | -$172K | ﹤0.01% | 2608 |
|
2024
Q4 | $1.01M | Sell |
30,087
-32,804
| -52% | -$1.11M | ﹤0.01% | 2374 |
|
2024
Q3 | $2.07M | Sell |
62,891
-29,002
| -32% | -$954K | ﹤0.01% | 1785 |
|
2024
Q2 | $2.9M | Buy |
91,893
+4,461
| +5% | +$141K | ﹤0.01% | 1554 |
|
2024
Q1 | $2.67M | Buy |
+87,432
| New | +$2.67M | ﹤0.01% | 1580 |
|