Founders Financial Securities’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,676
| Closed | -$1.35M | – | 487 |
|
|
2024
Q4 | $1.35M | Sell |
4,676
-2,769
| -37% | -$800K | 0.12% | 149 |
|
|
2024
Q3 | $2.06M | Sell |
7,445
-1,208
| -14% | -$334K | 0.19% | 104 |
|
|
2024
Q2 | $2.29M | Buy |
8,653
+1,462
| +20% | +$386K | 0.22% | 94 |
|
|
2024
Q1 | $1.78M | Buy |
7,191
+206
| +3% | +$51K | 0.19% | 106 |
|
|
2023
Q4 | $1.56M | Buy |
+6,985
| New | +$1.56M | 0.17% | 111 |
|