BKS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $659K | Hold |
|
|||||
|
2018
Q4 | $587K | Hold |
|
|||||
|
2018
Q3 | $681K | Sell |
|
|||||
|
2018
Q2 | $660K | Hold |
|
|||||
|
2018
Q1 | $640K | Buy |
|
|||||
|
2017
Q4 | $646K | Sell |
|
|||||
|
2017
Q3 | $612K | Sell |
|
|||||
|
2017
Q2 | $602K | Sell |
|
|||||
|
2017
Q1 | $605K | Buy |
|
|||||
|
2016
Q4 | $570K | Buy |
|
|||||
|
2016
Q3 | $547K | Sell |
|
|||||
|
2016
Q2 | $536K | Sell |
|
|||||
|
2016
Q1 | $759K | Buy |
|
|||||
|
2015
Q4 | $721K | Sell |
|
|||||
|
2015
Q3 | $675K | Buy |
|
|||||
|
2015
Q2 | $576K | Buy |
|
|||||
|
2015
Q1 | $500K | Buy |
|