WealthSource Partners’s AllianzIM US Large Cap Buffer20 Jul ETF JULW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.32M | Hold |
42,437
| – | – | 0.09% | 167 |
|
|
2023
Q3 | $1.25M | Buy |
42,437
+936
| +2% | +$27.5K | 0.09% | 166 |
|
|
2023
Q2 | $1.24M | Sell |
41,501
-9,328
| -18% | -$278K | 0.08% | 172 |
|
|
2023
Q1 | $1.43M | Sell |
50,829
-92,834
| -65% | -$2.61M | 0.1% | 161 |
|
|
2022
Q4 | $3.86M | Sell |
143,663
-2,094
| -1% | -$56.3K | 0.27% | 61 |
|
|
2022
Q3 | $3.76M | Buy |
+145,757
| New | +$3.76M | 0.28% | 59 |
|