PGWM
Pitti Group Wealth Management’s AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF SIXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,821
| Closed | -$287K | – | 77 |
|
|
2024
Q3 | $287K | Hold |
10,821
| – | – | 0.31% | 55 |
|
|
2024
Q2 | $287K | Buy |
+10,821
| New | +$287K | 0.31% | 55 |
|
|
2024
Q1 | – | Sell |
-10,821
| Closed | -$287K | – | 63 |
|
|
2023
Q4 | $287K | Sell |
10,821
-2,037
| -16% | -$54.1K | 0.31% | 55 |
|
|
2023
Q3 | $316K | Buy |
+12,858
| New | +$316K | 0.36% | 51 |
|