MWS
Maxwell Wealth Strategies’s AllianzIM U.S. Large Cap Buffer20 Nov ETF NVBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $222K | Hold |
7,175
| – | – | 0.09% | 107 |
|
|
2024
Q3 | $219K | Sell |
7,175
-291
| -4% | -$8.9K | 0.09% | 102 |
|
|
2024
Q2 | $222K | Hold |
7,466
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $220K | Hold |
7,466
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $212K | Buy |
+7,466
| New | +$212K | 0.14% | 91 |
|