Epic Trust Investment Advisors’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.13M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Hold |
|
|||||
|
2023
Q4 | $1.13M | Sell |
|
|||||
|
2023
Q3 | $1.09M | Hold |
|
|||||
|
2023
Q2 | $1.09M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.03M | Sell |
|
|||||
|
2022
Q3 | $995K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $678K | Hold |
|
|||||
|
2021
Q4 | $674K | Buy |
|