DHJJ Financial Advisors’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Sell |
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2025
Q2 | $212K | Sell |
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2025
Q1 | $205K | Sell |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $372K | Hold |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $218K | Buy |
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