ForthRight 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
Q4 | $276K | Hold |
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|
2025
Q3 | $268K | Sell |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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