Apexium Financial’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 | $1.27M | Buy |
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|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $998K | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $974K | Hold |
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|
2024
Q1 | $912K | Buy |
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|
2023
Q4 | $823K | Hold |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $763K | Sell |
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|
2023
Q1 | $783K | Buy |
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|
2022
Q4 | $677K | Sell |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $530K | Buy |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $519K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $1.59M | Buy |
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