Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $877K | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.13M | Buy |
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|
2024
Q1 | $1.98M | Buy |
|
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.87M | Buy |
|