WealthSource Partners’s AllianzIM US Large Cap Buffer20 Apr ETF APRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $906K | Sell |
30,694
-450
| -1% | -$13.3K | 0.06% | 215 |
|
|
2023
Q3 | $872K | Sell |
31,144
-40
| -0.1% | -$1.12K | 0.06% | 209 |
|
|
2023
Q2 | $876K | Buy |
+31,184
| New | +$876K | 0.06% | 217 |
|
|
2022
Q3 | – | Sell |
-39,800
| Closed | -$1.01M | – | 491 |
|
|
2022
Q2 | $1.01M | Buy |
+39,800
| New | +$1.01M | 0.07% | 189 |
|