WealthPLAN Partners’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
Q4 | – | Sell |
-10,465
| Closed | -$257K | – | 341 |
|
|
2023
Q3 | $257K | Buy |
10,465
+5,439
| +108% | +$133K | 0.03% | 275 |
|
|
2023
Q2 | $125K | Sell |
5,026
-7,156
| -59% | -$178K | 0.02% | 359 |
|
|
2023
Q1 | $289K | Sell |
12,182
-1,391
| -10% | -$32.9K | 0.03% | 257 |
|
|
2022
Q4 | $320K | Buy |
+13,573
| New | +$320K | 0.02% | 304 |
|
|
2022
Q1 | $635K | Buy |
+26,925
| New | +$635K | 0.04% | 223 |
|