Alpha Financial Partners’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,679
Closed -$742K 135
2024
Q3
$742K Buy
+2,679
New +$742K 0.53% 41