AFS
Aft Forsyth & Sober’s iShares S&P 100 ETF OEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.96M | Buy |
29,450
+1,000
| +4% | +$304K | 3.02% | 8 |
|
2025
Q1 | $7.71M | Buy |
+28,450
| New | +$7.71M | 2.69% | 9 |
|
2014
Q1 | – | Sell |
-243,050
| Closed | -$20M | – | 46 |
|
2013
Q4 | $20M | Hold |
243,050
| – | – | 4.08% | 7 |
|
2013
Q3 | $18.2M | Hold |
243,050
| – | – | 4.02% | 8 |
|
2013
Q2 | $17.5M | Buy |
+243,050
| New | +$17.5M | 4.09% | 8 |
|