Nvest Financial’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
31,053
-1,435
| -4% | -$51.5K | 0.58% | 44 |
|
|
2025
Q1 | $1.09M | Buy |
32,488
+4,022
| +14% | +$135K | 0.58% | 46 |
|
|
2024
Q4 | $959K | Sell |
28,466
-641
| -2% | -$21.6K | 0.49% | 55 |
|
|
2024
Q3 | $958K | Sell |
29,107
-1,324
| -4% | -$43.6K | 0.55% | 50 |
|
|
2024
Q2 | $962K | Buy |
30,431
+1,158
| +4% | +$36.6K | 0.59% | 45 |
|
|
2024
Q1 | $894K | Buy |
+29,273
| New | +$894K | 0.6% | 45 |
|