Evergreen Capital Management’s iShares S&P 100 ETF OEF Stock Holding History

Evergreen Capital Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.57M	Buy
2025 Q2	$1.14M	Hold
2025 Q1	$1.02M	Sell
2024 Q4	$1.13M	Buy
2024 Q3	$1.04M	Sell
2024 Q2	$998K	Buy
2024 Q1	$928K	Hold
2023 Q4	$838K	Hold
2023 Q3	$755K	Sell
2023 Q2	$950K	Hold
2023 Q1	$858K	Buy
2022 Q4	$674K	Sell
2022 Q3	$809K	Sell
2022 Q2	$911K	Sell
2022 Q1	$1.33M	Sell
2021 Q4	$1.46M	Sell
2021 Q3	$1.32M	Hold
2021 Q2	$1.31M	Hold
2021 Q1	$1.2M	Hold
2020 Q4	$1.15M	Sell
2020 Q3	$1.55M	Sell
2020 Q2	$2.04M	Hold
2020 Q1	$1.7M	Buy
2019 Q4	$1.48M	Sell
2019 Q3	$1.36M	Hold
2019 Q2	$1.34M	Sell
2019 Q1	$1.31M	Sell
2018 Q4	$1.17M	Sell
2018 Q3	$1.39M	Sell
2018 Q2	$1.88M	Hold
2018 Q1	$1.82M	Sell
2017 Q4	$1.89M	Hold
2017 Q3	$1.77M	Hold
2017 Q2	$1.7M	Hold
2017 Q1	$1.66M	Hold
2016 Q4	$1.58M	Hold
2016 Q3	$1.52M	Sell
2016 Q2	$1.5M	Hold
2016 Q1	$1.47M	Sell
2015 Q4	$1.71M	Buy
2015 Q3	$1.54M	Buy
2015 Q2	$998K	Sell
2015 Q1	$1.74M	Sell
2014 Q4	$2.22M	Sell
2014 Q3	$2.3M	Sell
2014 Q2	$2.26M	Sell
2014 Q1	$2.25M	Sell
2013 Q4	$3.85M	Sell
2013 Q3	$3.89M	Sell
2013 Q2	$3.75M	Buy