Evermay Wealth Management’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 | $25.6K | Hold |
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|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $20.9K | Hold |
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|
2024
Q4 | $22.2K | Hold |
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|
2024
Q3 | $21.3K | Hold |
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|
2024
Q2 | $20.4K | Hold |
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|
2024
Q1 | $19.1K | Hold |
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|
2023
Q4 | $17.2K | Hold |
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|
2023
Q3 | $15.5K | Hold |
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|
2023
Q2 | $15.9K | Hold |
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|
2023
Q1 | $14.4K | Hold |
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|
2022
Q4 | $13.1K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Buy |
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