Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $2.73M | Hold |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.25M | Hold |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $1.94M | Hold |
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|
2022
Q4 | $1.94M | Sell |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.02M | Hold |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.71M | Buy |
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