Clearview Wealth 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
2024
Q1
Sell
-1,320
Closed -$295K 123
2023
Q4
$295K Buy
+1,320
New +$295K 0.34% 95