Envestnet Portfolio Solutions’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,139
| Closed | -$314K | – | 1607 |
|
|
2025
Q1 | $314K | Sell |
10,139
-8,706
| -46% | -$270K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $585K | Buy |
18,845
+95
| +0.5% | +$2.95K | ﹤0.01% | 1163 |
|
|
2024
Q3 | $571K | Sell |
18,750
-237
| -1% | -$7.21K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $560K | Buy |
18,987
+814
| +4% | +$24K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $522K | Buy |
+18,173
| New | +$522K | ﹤0.01% | 1105 |
|