DHJJ Financial Advisors’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Sell |
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2025
Q2 | $207K | Sell |
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2025
Q1 | $210K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $211K | Buy |
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