Mayflower Financial Advisors’s AllianzIM U.S. Large Cap Buffer10 Oct ETF OCTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
5,941
| – | – | 0.03% | 361 |
|
|
2025
Q1 | $221K | Hold |
5,941
| – | – | 0.03% | 362 |
|
|
2024
Q4 | $227K | Hold |
5,941
| – | – | 0.03% | 351 |
|
|
2024
Q3 | $223K | Hold |
5,941
| – | – | 0.03% | 342 |
|
|
2024
Q2 | $219K | Hold |
5,941
| – | – | 0.04% | 328 |
|
|
2024
Q1 | $213K | Hold |
5,941
| – | – | 0.04% | 335 |
|
|
2023
Q4 | $203K | Buy |
+5,941
| New | +$203K | 0.03% | 324 |
|
|
2023
Q3 | – | Sell |
-6,216
| Closed | -$200K | – | 358 |
|
|
2023
Q2 | $200K | Buy |
+6,216
| New | +$200K | 0.03% | 339 |
|