Long Island Wealth Management’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
36,613
+19,244
| +111% | +$642K | 0.63% | 35 |
|
|
2025
Q1 | $557K | Hold |
17,369
| – | – | 0.34% | 54 |
|
|
2024
Q4 | $570K | Sell |
17,369
-3,400
| -16% | -$112K | 0.36% | 49 |
|
|
2024
Q3 | $670K | Hold |
20,769
| – | – | 0.44% | 46 |
|
|
2024
Q2 | $646K | Sell |
20,769
-544
| -3% | -$16.9K | 0.46% | 47 |
|
|
2024
Q1 | $645K | Hold |
21,313
| – | – | 0.46% | 47 |
|
|
2023
Q4 | $629K | Buy |
+21,313
| New | +$629K | 0.45% | 43 |
|