Avidian Wealth Enterprises’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 | $1.65M | Buy |
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|
2025
Q2 | $684K | Buy |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $762K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $383K | Buy |
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