DHJJ Financial Advisors’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Sell |
1,105
-35
| -3% | -$1.11K | 0.01% | 402 |
|
|
2025
Q1 | $34.1K | Hold |
1,140
| – | – | 0.01% | 365 |
|
|
2024
Q4 | $34.7K | Hold |
1,140
| – | – | 0.01% | 360 |
|
|
2024
Q3 | $34.5K | Sell |
1,140
-150
| -12% | -$4.55K | 0.01% | 357 |
|
|
2024
Q2 | $38.3K | Hold |
1,290
| – | – | 0.02% | 308 |
|
|
2024
Q1 | $37.4K | Hold |
1,290
| – | – | 0.02% | 298 |
|
|
2023
Q4 | $36.6K | Buy |
1,290
+875
| +211% | +$24.8K | 0.02% | 295 |
|
|
2023
Q3 | $10.9K | Buy |
+415
| New | +$10.9K | 0.01% | 425 |
|