Atticus 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 | $9.9M | Sell |
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|
2025
Q2 | $9.49M | Buy |
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|
2025
Q1 | $8.26M | Sell |
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|
2024
Q4 | $9.66M | Buy |
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|
2024
Q3 | $9.24M | Sell |
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|
2024
Q2 | $8.93M | Sell |
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|
2024
Q1 | $8.87M | Buy |
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|
2023
Q4 | $8M | Buy |
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|
2023
Q3 | $7.1M | Buy |
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|
2023
Q2 | $7.21M | Sell |
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|
2023
Q1 | $6.73M | Sell |
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|
2022
Q4 | $6.35M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6.42M | Sell |
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|
2022
Q1 | $8.54M | Buy |
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|
2021
Q4 | $8.35M | Buy |
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|
2021
Q3 | $7.47M | Sell |
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|
2021
Q2 | $7.86M | Sell |
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|
2021
Q1 | $7.24M | Sell |
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|
2020
Q4 | $7.3M | Sell |
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|
2020
Q3 | $7.01M | Sell |
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|
2020
Q2 | $6.51M | Sell |
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|
2020
Q1 | $6.84M | Sell |
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|
2019
Q4 | $9.06M | Buy |
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