Center for Financial Planning’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,139
Closed -$135K 531
2020
Q1
$135K Buy
1,139
+739
+185% +$87.6K 0.05% 122
2019
Q4
$58K Buy
+400
New +$58K 0.01% 174