Kingsview Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
22,320
-332
| -1% | -$11.6K | 0.01% | 643 |
|
|
2025
Q1 | $752K | Sell |
22,652
-756
| -3% | -$25.1K | 0.01% | 613 |
|
|
2024
Q4 | $787K | Sell |
23,408
-990
| -4% | -$33.3K | 0.02% | 611 |
|
|
2024
Q3 | $804K | Sell |
24,398
-598
| -2% | -$19.7K | 0.02% | 586 |
|
|
2024
Q2 | $805K | Sell |
24,996
-166
| -0.7% | -$5.35K | 0.02% | 564 |
|
|
2024
Q1 | $791K | Buy |
+25,162
| New | +$791K | 0.02% | 560 |
|