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

Excalibur Management’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$242K	Hold
2019 Q3	$221K	Hold
2019 Q2	$217K	Hold
2019 Q1	$210K	Buy
2018 Q4	–	Sell
2018 Q3	$256K	Sell
2018 Q2	$278K	Hold
2018 Q1	$270K	Sell
2017 Q4	$310K	Hold
2017 Q3	$291K	Sell
2017 Q2	$354K	Hold
2017 Q1	$347K	Sell
2016 Q4	$334K	Sell
2016 Q3	$324K	Sell
2016 Q2	$325K	Hold
2016 Q1	$320K	Sell
2015 Q4	$321K	Hold
2015 Q3	$298K	Hold
2015 Q2	$319K	Hold
2015 Q1	$317K	Hold
2014 Q4	$320K	Sell
2014 Q3	$312K	Sell
2014 Q2	$314K	Sell
2014 Q1	$340K	Hold
2013 Q4	$338K	Hold
2013 Q3	$307K	Hold
2013 Q2	$295K	Buy