IFP Advisors’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 | $7.35K | Buy |
226
+50
| +28% | +$1.63K | ﹤0.01% | 3103 |
|
|
2025
Q1 | $5.45K | Hold |
176
| – | – | ﹤0.01% | 2804 |
|
|
2024
Q4 | $5.47K | Sell |
176
-4,391
| -96% | -$136K | ﹤0.01% | 2762 |
|
|
2024
Q3 | $139K | Buy |
4,567
+78
| +2% | +$2.37K | 0.01% | 1264 |
|
|
2024
Q2 | $132K | Buy |
4,489
+176
| +4% | +$5.19K | 0.01% | 1237 |
|
|
2024
Q1 | $124K | Buy |
4,313
+4,113
| +2,057% | +$118K | 0.01% | 1197 |
|
|
2023
Q4 | $5.59K | Hold |
200
| – | – | ﹤0.01% | 2385 |
|
|
2023
Q3 | $5.31K | Sell |
200
-1,617
| -89% | -$42.9K | ﹤0.01% | 2481 |
|
|
2023
Q2 | $48.4K | Hold |
1,817
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q1 | $45.4K | Buy |
+1,817
| New | +$45.4K | ﹤0.01% | 1627 |
|