Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.59M | Hold |
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|
2022
Q2 | $1.69M | Hold |
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|
2022
Q1 | $2.04M | Hold |
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|
2021
Q4 | $2.15M | Hold |
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|
2021
Q3 | $1.94M | Hold |
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|
2021
Q2 | $1.92M | Hold |
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|
2021
Q1 | $1.76M | Hold |
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|
2020
Q4 | $1.68M | Hold |
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|
2020
Q3 | $1.53M | Hold |
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|
2020
Q2 | $1.4M | Sell |
|
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|
2020
Q1 | $1.17M | Hold |
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|
2019
Q4 | $1.42M | Hold |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.27M | Hold |
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|
2019
Q1 | $1.23M | Hold |
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|
2018
Q4 | $1.21M | Hold |
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|
2018
Q3 | $1.27M | Hold |
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|
2018
Q2 | $1.17M | Hold |
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|
2018
Q1 | $1.14M | Hold |
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|
2017
Q4 | $1.16M | Hold |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $1.05M | Hold |
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|
2017
Q1 | $1.03M | Hold |
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|
2016
Q4 | $974K | Hold |
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|
2016
Q3 | $941K | Hold |
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|
2016
Q2 | $911K | Buy |
|