Morgan Stanley’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 | $37.2K | Hold |
1,000
| – | – | ﹤0.01% | 6453 |
|
2025
Q1 | $34.5K | Hold |
1,000
| – | – | ﹤0.01% | 6390 |
|
2024
Q4 | $35.1K | Sell |
1,000
-350
| -26% | -$12.3K | ﹤0.01% | 6396 |
|
2024
Q3 | $46.6K | Sell |
1,350
-300
| -18% | -$10.4K | ﹤0.01% | 6240 |
|
2024
Q2 | $55K | Hold |
1,650
| – | – | ﹤0.01% | 6139 |
|
2024
Q1 | $53.8K | Sell |
1,650
-2,150
| -57% | -$70.1K | ﹤0.01% | 6186 |
|
2023
Q4 | $119K | Buy |
3,800
+1,740
| +84% | +$54.3K | ﹤0.01% | 6106 |
|
2023
Q3 | $60.5K | Hold |
2,060
| – | – | ﹤0.01% | 6086 |
|
2023
Q2 | $61.4K | Buy |
+2,060
| New | +$61.4K | ﹤0.01% | 6137 |
|