Fort Point Capital Partners’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
Q2 | $691K | Sell |
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|
2025
Q1 | $639K | Hold |
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|
2024
Q4 | $681K | Buy |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $301K | Buy |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Hold |
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