9258 Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.07M | Sell |
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|
2024
Q2 | $3.39M | Sell |
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|
2024
Q1 | $3.41M | Hold |
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|
2023
Q4 | $3.08M | Sell |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.84M | Hold |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.36M | Hold |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.64M | Buy |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $3.1M | Hold |
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|
2021
Q3 | $2.8M | Hold |
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|
2021
Q2 | $2.78M | Hold |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $2.42M | Hold |
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|
2020
Q3 | $2.13M | Sell |
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|
2020
Q2 | $2.05M | Hold |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.09M | Buy |
|