OWA
Outlook Wealth Advisors’s AllianzIM U.S. Large Cap Buffer20 Jun ETF JUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-258,909
| Closed | -$1.27M | – | 266 |
|
|
2024
Q2 | $1.27M | Buy |
+258,909
| New | +$1.27M | 0.4% | 48 |
|
|
2024
Q1 | – | Sell |
-84,181
| Closed | -$2.27M | – | 271 |
|
|
2023
Q4 | $2.27M | Buy |
84,181
+45,821
| +119% | +$1.24M | 0.8% | 27 |
|
|
2023
Q3 | $980K | Buy |
38,360
+1,232
| +3% | +$31.5K | 0.37% | 60 |
|
|
2023
Q2 | $957K | Buy |
+37,128
| New | +$957K | 0.36% | 62 |
|