WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,424
| Closed | -$891K | – | 319 |
|
|
2023
Q4 | $891K | Buy |
31,424
+3,779
| +14% | +$107K | 0.09% | 162 |
|
|
2023
Q3 | $726K | Buy |
27,645
+13,675
| +98% | +$359K | 0.08% | 166 |
|
|
2023
Q2 | $375K | Sell |
13,970
-18,702
| -57% | -$503K | 0.05% | 224 |
|
|
2023
Q1 | $834K | Sell |
32,672
-3,968
| -11% | -$101K | 0.09% | 160 |
|
|
2022
Q4 | $935K | Buy |
+36,640
| New | +$935K | 0.07% | 180 |
|