Daniels + Tansey’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $227K | Sell |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $249K | Buy |
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