Geller Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $10.6M | Hold |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $10M | Buy |
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|
2023
Q4 | $9.02M | Buy |
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|
2023
Q3 | $8.13M | Sell |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $9.54M | Sell |
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|
2022
Q3 | $14M | Hold |
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|
2022
Q2 | $14.9M | Sell |
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|
2022
Q1 | $18.3M | Buy |
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|
2021
Q4 | $18.9M | Buy |
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|
2021
Q3 | $17M | Sell |
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|
2021
Q2 | $19.9M | Buy |
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|
2021
Q1 | $18.2M | Buy |
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|
2020
Q4 | $17.4M | Hold |
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|
2020
Q3 | $15.7M | Buy |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $9.66M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.23M | Buy |
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|
2014
Q1 | $1.17M | Hold |
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|
2013
Q4 | $1.16M | Sell |
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|
2013
Q3 | $2.19M | Sell |
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|
2013
Q2 | $3.09M | Buy |
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