DHJJ Financial Advisors’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 | $207K | Sell |
5,915
-403
| -6% | -$14.1K | 0.07% | 168 |
|
|
2025
Q1 | $210K | Sell |
6,318
-1,040
| -14% | -$34.5K | 0.08% | 155 |
|
|
2024
Q4 | $247K | Sell |
7,358
-790
| -10% | -$26.6K | 0.1% | 144 |
|
|
2024
Q3 | $268K | Sell |
8,148
-277
| -3% | -$9.12K | 0.11% | 134 |
|
|
2024
Q2 | $271K | Hold |
8,425
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $265K | Sell |
8,425
-18
| -0.2% | -$566 | 0.12% | 122 |
|
|
2023
Q4 | $256K | Hold |
8,443
| – | – | 0.12% | 118 |
|
|
2023
Q3 | $243K | Sell |
8,443
-735
| -8% | -$21.2K | 0.12% | 116 |
|
|
2023
Q2 | $265K | Hold |
9,178
| – | – | 0.14% | 121 |
|
|
2023
Q1 | $253K | Sell |
9,178
-830
| -8% | -$22.9K | 0.14% | 117 |
|
|
2022
Q4 | $265K | Buy |
10,008
+68
| +0.7% | +$1.8K | 0.15% | 115 |
|
|
2022
Q3 | $244K | Hold |
9,940
| – | – | 0.14% | 112 |
|
|
2022
Q2 | $245K | Buy |
9,940
+1,890
| +23% | +$46.6K | 0.14% | 114 |
|
|
2022
Q1 | $211K | Buy |
+8,050
| New | +$211K | 0.1% | 133 |
|