AFA
American Financial Advisors’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 | $228K | Buy |
750
+2
| +0.3% | +$609 | 0.03% | 144 |
|
2025
Q1 | $203K | Buy |
748
+1
| +0.1% | +$271 | 0.03% | 141 |
|
2024
Q4 | $216K | Buy |
747
+2
| +0.3% | +$577 | 0.03% | 140 |
|
2024
Q3 | $206K | Buy |
+745
| New | +$206K | 0.03% | 140 |
|
2021
Q1 | – | Sell |
-1,201
| Closed | -$206K | – | 130 |
|
2020
Q4 | $206K | Buy |
+1,201
| New | +$206K | 0.03% | 119 |
|