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Capital A Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Capital A Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$307K Sell
1,132
-830
-42% -$225K 0.32% 37
2024
Q4 		$567K Buy
+1,962
New +$567K 0.94% 23