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

WealthSource Partners’s Portfolio JANW Stock Details JANW Fund Activity

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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