CPA
OEF icon

Clear Point Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Clear Point Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42
Closed -$11.7K – 392
2024
Q3 		$11.7K Hold
42
– – 0.01% 325
2024
Q2 		$11.1K Hold
42
– – 0.01% 320
2024
Q1 		$10.4K Hold
42
– – 0.01% 329
2023
Q4 		$9.34K Buy
+42
New +$9.34K 0.01% 322