DHJJ Financial Advisors’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Sell |
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2025
Q2 | $241K | Sell |
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2025
Q1 | $244K | Sell |
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2024
Q4 | $268K | Sell |
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2024
Q3 | $272K | Sell |
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2024
Q2 | $282K | Sell |
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2024
Q1 | $292K | Sell |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $279K | Sell |
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2023
Q2 | $302K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $307K | Buy |
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