Clear Perspective 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
2021
Q4
$219K Buy
2018
Q3
Sell
2018
Q2
$144K Hold
2018
Q1
$139K Hold
2017
Q4
$142K Hold
2017
Q3
$134K Hold
2017
Q2
$128K Hold
2017
Q1
$126K Hold
2016
Q4
$119K Buy