Global Wealth Strategies & Associates’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 | $2.75M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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