Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
1,234
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $334K | Buy |
+1,234
| New | +$334K | 0.01% | 313 |
|
|
2023
Q4 | – | Sell |
-151
| Closed | -$30.3K | – | 436 |
|
|
2023
Q3 | $30.3K | Buy |
+151
| New | +$30.3K | ﹤0.01% | 412 |
|
|
2023
Q1 | – | Sell |
-269
| Closed | -$45.9K | – | 331 |
|
|
2022
Q4 | $45.9K | Buy |
+269
| New | +$45.9K | ﹤0.01% | 307 |
|