WealthPlan Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-779
| Closed | -$19.4K | – | 319 |
|
|
2023
Q2 | $19.4K | Sell |
779
-675
| -46% | -$16.8K | 0.01% | 242 |
|
|
2023
Q1 | $34.4K | Sell |
1,454
-12,119
| -89% | -$287K | 0.01% | 271 |
|
|
2022
Q4 | $319K | Sell |
13,573
-321
| -2% | -$7.54K | 0.02% | 304 |
|
|
2022
Q3 | $322K | Buy |
+13,894
| New | +$322K | 0.02% | 293 |
|
|
2022
Q1 | $635K | Buy |
+26,925
| New | +$635K | 0.04% | 223 |
|