Long Island Wealth Management’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Buy |
121,508
+74,574
| +159% | +$2.77M | 2.35% | 13 |
|
|
2025
Q1 | $1.62M | Hold |
46,934
| – | – | 0.99% | 23 |
|
|
2024
Q4 | $1.65M | Sell |
46,934
-5,100
| -10% | -$179K | 1.03% | 23 |
|
|
2024
Q3 | $1.8M | Sell |
52,034
-25
| -0% | -$863 | 1.18% | 24 |
|
|
2024
Q2 | $1.73M | Sell |
52,059
-539
| -1% | -$18K | 1.22% | 22 |
|
|
2024
Q1 | $1.72M | Hold |
52,598
| – | – | 1.21% | 24 |
|
|
2023
Q4 | $1.64M | Buy |
+52,598
| New | +$1.64M | 1.17% | 23 |
|