Cyndeo Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,894
-3,497
| -47% | -$1.06M | 0.07% | 207 |
|
|
2025
Q1 | $2M | Buy |
7,391
+3,912
| +112% | +$1.06M | 0.13% | 162 |
|
|
2024
Q4 | $1M | Sell |
3,479
-23
| -0.7% | -$6.64K | 0.07% | 214 |
|
|
2024
Q3 | $969K | Sell |
3,502
-4,827
| -58% | -$1.34M | 0.07% | 217 |
|
|
2024
Q2 | $2.2M | Buy |
8,329
+1,478
| +22% | +$391K | 0.17% | 153 |
|
|
2024
Q1 | $1.7M | Buy |
6,851
+2,108
| +44% | +$522K | 0.14% | 164 |
|
|
2023
Q4 | $1.06M | Buy |
+4,743
| New | +$1.06M | 0.1% | 180 |
|