MWS
Maxwell Wealth Strategies’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $346K | Hold |
11,380
| – | – | 0.14% | 94 |
|
|
2024
Q3 | $347K | Hold |
11,380
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $338K | Sell |
11,380
-3,619
| -24% | -$107K | 0.17% | 88 |
|
|
2024
Q1 | $440K | Hold |
14,999
| – | – | 0.22% | 82 |
|
|
2023
Q4 | $425K | Buy |
+14,999
| New | +$425K | 0.28% | 66 |
|