FFWM
Future Financial 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 | $231K | Hold |
760
| – | – | 0.16% | 103 |
|
|
2025
Q1 | $206K | Sell |
760
-168
| -18% | -$45.5K | 0.15% | 109 |
|
|
2024
Q4 | $268K | Hold |
928
| – | – | 0.2% | 87 |
|
|
2024
Q3 | $257K | Sell |
928
-107
| -10% | -$29.6K | 0.18% | 98 |
|
|
2024
Q2 | $274K | Hold |
1,035
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $256K | Sell |
1,035
-14,142
| -93% | -$3.5M | 0.2% | 91 |
|
|
2023
Q4 | $3.39M | Sell |
15,177
-21
| -0.1% | -$4.69K | 3.37% | 5 |
|
|
2023
Q3 | $3.05M | Buy |
15,198
+288
| +2% | +$57.8K | 3.38% | 6 |
|
|
2023
Q2 | $3.09M | Buy |
+14,910
| New | +$3.09M | 3.25% | 8 |
|
|
2022
Q2 | – | Sell |
-309
| Closed | -$64K | – | 372 |
|
|
2022
Q1 | $64K | Sell |
309
-125
| -29% | -$25.9K | 0.05% | 240 |
|
|
2021
Q4 | $96K | Buy |
+434
| New | +$96K | 0.08% | 198 |
|