Wealth Group’s AllianzIM U.S. Large Cap Buffer20 Dec ETF DECW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,725
| Closed | -$800K | – | 112 |
|
|
2025
Q1 | $800K | Buy |
26,725
+1,296
| +5% | +$38.8K | 0.52% | 45 |
|
|
2024
Q4 | $774K | Sell |
25,429
-3,473
| -12% | -$106K | 0.5% | 47 |
|
|
2024
Q3 | $876K | Hold |
28,902
| – | – | 0.59% | 44 |
|
|
2024
Q2 | $858K | Sell |
28,902
-30
| -0.1% | -$891 | 0.62% | 42 |
|
|
2024
Q1 | $840K | Buy |
+28,932
| New | +$840K | 0.63% | 42 |
|