Abound 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $82.2K | Hold |
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|
2025
Q2 | $75.2K | Hold |
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|
2025
Q1 | $66.9K | Sell |
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|
2024
Q4 | $78.3K | Buy |
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|
2024
Q3 | $74.7K | Hold |
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|
2024
Q2 | $71.4K | Hold |
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|
2024
Q1 | $66.8K | Hold |
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|
2023
Q4 | $60.3K | Hold |
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|
2023
Q3 | $54.2K | Hold |
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|
2023
Q2 | $55.9K | Hold |
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|
2023
Q1 | $50.5K | Sell |
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|
2022
Q4 | $68.2K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $46.9K | Hold |
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|
2022
Q1 | $56.7K | Hold |
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|
2021
Q4 | $59.6K | Buy |
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