OneDigital Investment Advisors’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
9,750
+500
| +5% | +$16K | ﹤0.01% | 1141 |
|
|
2025
Q1 | $277K | Hold |
9,250
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q4 | $281K | Sell |
9,250
-11,000
| -54% | -$334K | ﹤0.01% | 1157 |
|
|
2024
Q3 | $595K | Sell |
20,250
-7,750
| -28% | -$228K | 0.01% | 866 |
|
|
2024
Q2 | $795K | Buy |
28,000
+13,000
| +87% | +$369K | 0.01% | 705 |
|
|
2024
Q1 | $417K | Buy |
15,000
+5,000
| +50% | +$139K | 0.01% | 803 |
|
|
2023
Q4 | $265K | Buy |
+10,000
| New | +$265K | ﹤0.01% | 957 |
|