Gimbal Financial’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
Q2 | $776K | Hold |
2,548
| – | – | 0.48% | 17 |
|
2025
Q1 | $690K | Hold |
2,548
| – | – | 0.62% | 14 |
|
2024
Q4 | $736K | Hold |
2,548
| – | – | 0.6% | 17 |
|
2024
Q3 | $715K | Hold |
2,548
| – | – | 0.46% | 19 |
|
2024
Q2 | $691K | Hold |
2,548
| – | – | 0.51% | 18 |
|
2024
Q1 | $630K | Hold |
2,548
| – | – | 0.52% | 20 |
|
2023
Q4 | $569K | Buy |
+2,548
| New | +$569K | 0.57% | 18 |
|