Long Island Wealth Management’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 | $348K | Hold |
11,000
| – | – | 0.18% | 65 |
|
|
2025
Q1 | $329K | Buy |
11,000
+1,200
| +12% | +$35.9K | 0.2% | 64 |
|
|
2024
Q4 | $298K | Hold |
9,800
| – | – | 0.19% | 61 |
|
|
2024
Q3 | $297K | Hold |
9,800
| – | – | 0.2% | 59 |
|
|
2024
Q2 | $291K | Hold |
9,800
| – | – | 0.21% | 61 |
|
|
2024
Q1 | $284K | Hold |
9,800
| – | – | 0.2% | 64 |
|
|
2023
Q4 | $278K | Buy |
+9,800
| New | +$278K | 0.2% | 66 |
|