EverSource Wealth Advisors’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2K | Hold |
988
| – | – | ﹤0.01% | 1942 |
|
|
2025
Q1 | $29.6K | Hold |
988
| – | – | ﹤0.01% | 1486 |
|
|
2024
Q4 | $30.1K | Hold |
988
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q3 | $29.9K | Sell |
988
-419
| -30% | -$12.7K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $42K | Sell |
1,407
-473
| -25% | -$14.1K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $54.2K | Buy |
+1,880
| New | +$54.2K | ﹤0.01% | 950 |
|