OWA
Outlook Wealth Advisors’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-162,990
| Closed | -$4M | – | 256 |
|
|
2024
Q2 | $4M | Buy |
162,990
+4,731
| +3% | +$116K | 1.25% | 17 |
|
|
2024
Q1 | $4.79M | Buy |
+158,259
| New | +$4.79M | 1.48% | 14 |
|
|
2023
Q4 | – | Sell |
-26,183
| Closed | -$733K | – | 249 |
|
|
2023
Q3 | $733K | Buy |
26,183
+734
| +3% | +$20.5K | 0.28% | 88 |
|
|
2023
Q2 | $715K | Buy |
+25,449
| New | +$715K | 0.27% | 95 |
|