BPWA
Beacon Pointe Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $793K | Buy |
5,506
+111
| +2% | +$16K | 0.15% | 119 |
|
|
2019
Q3 | $709K | Sell |
5,395
-328
| -6% | -$43.1K | 0.15% | 126 |
|
|
2019
Q2 | $742K | Hold |
5,723
| – | – | 0.16% | 124 |
|
|
2019
Q1 | $717K | Hold |
5,723
| – | – | 0.16% | 120 |
|
|
2018
Q4 | $639K | Buy |
+5,723
| New | +$639K | 0.23% | 107 |
|