OWA
MARW icon

Outlook Wealth Advisors’s AllianzIM U.S. Large Cap Buffer20 Mar ETF MARW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-124,764
Closed -$5.07M 267
2024
Q2
$5.07M Buy
124,764
+1,964
+2% +$79.9K 1.58% 13
2024
Q1
$3.53M Buy
+122,800
New +$3.53M 1.09% 21