Global Financial Private Client’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $83.1K | Buy |
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|
2024
Q4 | $4.29K | Hold |
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|
2024
Q3 | $4.1K | Hold |
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|
2024
Q2 | $3.9K | Sell |
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|
2024
Q1 | $26.1K | Sell |
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|
2023
Q4 | $71.4K | Buy |
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|
2023
Q3 | $2.95K | Hold |
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|
2023
Q2 | $3.02K | Hold |
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|
2023
Q1 | $2.73K | Hold |
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|
2022
Q4 | $2.47K | Hold |
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|
2022
Q3 | $2.4K | Hold |
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|
2022
Q2 | $2.5K | Hold |
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|
2022
Q1 | $2.99K | Hold |
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|
2021
Q4 | $3.13K | Hold |
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|
2021
Q3 | $2.85K | Hold |
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|
2021
Q2 | $2.8K | Hold |
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|
2021
Q1 | $2.57K | Hold |
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|
2020
Q4 | $2.42K | Hold |
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|
2020
Q3 | $2.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.02K | Buy |
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