WealthSource Partners’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.32M Hold
2023
Q3
$1.25M Buy
2023
Q2
$1.24M Sell
2023
Q1
$1.43M Sell
2022
Q4
$3.86M Sell
2022
Q3
$3.75M Buy