FNWA
Financial Network Wealth Advisors’s AllianzIM US Large Cap Buffer10 Jul ETF JULT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,531
| Closed | -$214K | – | 672 |
|
|
2024
Q3 | $214K | Hold |
5,531
| – | – | 0.18% | 105 |
|
|
2024
Q2 | $205K | Sell |
5,531
-640
| -10% | -$23.7K | 0.15% | 133 |
|
|
2024
Q1 | $221K | Sell |
6,171
-592
| -9% | -$21.2K | 0.22% | 110 |
|
|
2023
Q4 | $227K | Buy |
+6,763
| New | +$227K | 0.24% | 103 |
|