DHJJ Financial Advisors’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
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2025
Q2 | $429K | Sell |
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2025
Q1 | $421K | Sell |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $682K | Sell |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $625K | Sell |
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|
2022
Q2 | $618K | Sell |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $800K | Buy |
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|
2021
Q3 | $765K | Buy |
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