FIG
FundX Investment Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $36.9M | Buy |
+168,493
| New | +$36.9M | 8.98% | 5 |
|
|
2016
Q2 | – | Sell |
-90,616
| Closed | -$8.28M | – | 37 |
|
|
2016
Q1 | $8.28M | Buy |
90,616
+12,671
| +16% | +$1.16M | 2.06% | 15 |
|
|
2015
Q4 | $7.11M | Buy |
+77,945
| New | +$7.11M | 2.34% | 11 |
|
|
2015
Q3 | – | Sell |
-3,100
| Closed | -$282K | – | 21 |
|
|
2015
Q2 | $282K | Hold |
3,100
| – | – | 0.12% | 18 |
|
|
2015
Q1 | $280K | Sell |
3,100
-460,316
| -99% | -$41.6M | 0.09% | 21 |
|
|
2014
Q4 | $42.1M | Buy |
+463,416
| New | +$42.1M | 12.64% | 3 |
|