FWM
ForthRight Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
964
| – | – | 0.09% | 56 |
|
|
2025
Q1 | $261K | Sell |
964
-48
| -5% | -$13K | 0.09% | 53 |
|
|
2024
Q4 | $292K | Hold |
1,012
| – | – | 0.1% | 52 |
|
|
2024
Q3 | $280K | Hold |
1,012
| – | – | 0.09% | 55 |
|
|
2024
Q2 | $267K | Sell |
1,012
-8
| -0.8% | -$2.11K | 0.1% | 54 |
|
|
2024
Q1 | $252K | Buy |
+1,020
| New | +$252K | 0.09% | 56 |
|
|
2022
Q1 | – | Sell |
-973
| Closed | -$213K | – | 47 |
|
|
2021
Q4 | $213K | Buy |
+973
| New | +$213K | 0.12% | 44 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 140 |
|
|
2020
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 175 |
|