Csenge Advisory Group’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
40,472
+7,033
| +21% | +$240K | 0.07% | 211 |
|
|
2025
Q1 | $1.08M | Buy |
33,439
+3,160
| +10% | +$102K | 0.06% | 242 |
|
|
2024
Q4 | $1.02M | Buy |
+30,279
| New | +$1.02M | 0.06% | 265 |
|
|
2024
Q2 | – | Sell |
-18,763
| Closed | -$590K | – | 716 |
|
|
2024
Q1 | $590K | Buy |
18,763
+4,979
| +36% | +$157K | 0.03% | 390 |
|
|
2023
Q4 | $418K | Buy |
+13,784
| New | +$418K | 0.03% | 449 |
|