WealthSource Partners’s AllianzIM U.S. Large Cap Buffer20 Jan ETF JANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$468K Sell
2023
Q3
$457K Sell
2023
Q2
$534K Sell
2023
Q1
$519K Buy
2022
Q4
Sell
2022
Q3
$380K Sell
2022
Q2
$1.27M Hold
2022
Q1
$1.35M Buy
2021
Q4
$1.31M Buy