Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.28M | Hold |
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|
2021
Q2 | $5.24M | Hold |
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|
2021
Q1 | $4.81M | Sell |
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|
2020
Q4 | $4.64M | Buy |
|
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|
2020
Q3 | $4.19M | Sell |
|
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $3.09M | Sell |
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|
2019
Q4 | $3.88M | Sell |
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|
2019
Q3 | $3.85M | Sell |
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|
2019
Q2 | $3.8M | Sell |
|
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $3.4M | Sell |
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|
2018
Q3 | $4.08M | Sell |
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|
2018
Q2 | $3.81M | Sell |
|
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|
2018
Q1 | $3.74M | Sell |
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|
2017
Q4 | $3.91M | Buy |
|