CFCI
Comprehensive Financial Consultants Institutional’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
6,367
-284
| -4% | -$86.4K | 0.64% | 60 |
|
|
2025
Q1 | $1.8M | Sell |
6,651
-1,360
| -17% | -$368K | 0.64% | 55 |
|
|
2024
Q4 | $2.31M | Sell |
8,011
-97
| -1% | -$28K | 0.84% | 43 |
|
|
2024
Q3 | $2.24M | Buy |
8,108
+54
| +0.7% | +$14.9K | 0.82% | 43 |
|
|
2024
Q2 | $2.13M | Buy |
8,054
+54
| +0.7% | +$14.3K | 0.83% | 41 |
|
|
2024
Q1 | $1.98M | Buy |
8,000
+265
| +3% | +$65.6K | 0.82% | 46 |
|
|
2023
Q4 | $1.73M | Sell |
7,735
-12
| -0.2% | -$2.68K | 0.8% | 46 |
|
|
2023
Q3 | $1.55M | Sell |
7,747
-1,769
| -19% | -$355K | 0.82% | 43 |
|
|
2023
Q2 | $2M | Sell |
9,516
-195
| -2% | -$41K | 1.06% | 30 |
|
|
2023
Q1 | $1.82M | Buy |
9,711
+180
| +2% | +$33.7K | 1.03% | 31 |
|
|
2022
Q4 | $1.68M | Sell |
9,531
-54
| -0.6% | -$9.52K | 1.02% | 30 |
|
|
2022
Q3 | $1.6M | Sell |
9,585
-144
| -1% | -$24K | 1.05% | 29 |
|
|
2022
Q2 | $1.7M | Buy |
9,729
+96
| +1% | +$16.8K | 1.21% | 24 |
|
|
2022
Q1 | $1.81M | Buy |
9,633
+332
| +4% | +$62.3K | 1.26% | 25 |
|
|
2021
Q4 | $1.87M | Buy |
+9,301
| New | +$1.87M | 1.2% | 21 |
|