Spire Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Oct ETF OCTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Hold |
18,353
| – | – | 0.02% | 447 |
|
|
2025
Q1 | $645K | Sell |
18,353
-3,958
| -18% | -$139K | 0.02% | 506 |
|
|
2024
Q4 | $793K | Buy |
22,311
+16,779
| +303% | +$597K | 0.02% | 444 |
|
|
2024
Q3 | $194K | Hold |
5,532
| – | – | 0.01% | 732 |
|
|
2024
Q2 | $191K | Sell |
5,532
-7,677
| -58% | -$265K | 0.01% | 731 |
|
|
2024
Q1 | $447K | Sell |
13,209
-1
| -0% | -$34 | 0.01% | 548 |
|
|
2023
Q4 | $436K | Buy |
+13,210
| New | +$436K | 0.01% | 545 |
|