Retirement Guys Formula’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 | $2.44M | Sell |
76,094
-1,557
| -2% | -$49.8K | 0.93% | 29 |
|
|
2025
Q1 | $2.33M | Sell |
77,651
-2,247
| -3% | -$67.3K | 1.16% | 21 |
|
|
2024
Q4 | $2.43M | Buy |
79,898
+4,100
| +5% | +$125K | 1.22% | 15 |
|
|
2024
Q3 | $2.23M | Buy |
75,798
+5,810
| +8% | +$171K | 1.04% | 23 |
|
|
2024
Q2 | $1.99M | Sell |
69,988
-1,835
| -3% | -$52.1K | 0.95% | 27 |
|
|
2024
Q1 | $2M | Sell |
71,823
-1,650
| -2% | -$45.8K | 0.97% | 28 |
|
|
2023
Q4 | $1.95M | Sell |
73,473
-9,718
| -12% | -$258K | 1.05% | 28 |
|
|
2023
Q3 | $2.04M | Buy |
+83,191
| New | +$2.04M | 1.42% | 20 |
|