Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $106K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $84K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $85K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $76K | Hold |
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|
2019
Q1 | $74K | Hold |
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|
2018
Q4 | $66K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $70K | Hold |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $70K | Hold |
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|
2017
Q3 | $66K | Hold |
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|
2017
Q2 | $63K | Hold |
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|
2017
Q1 | $62K | Hold |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $57K | Hold |
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|
2016
Q2 | $55K | Hold |
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|
2016
Q1 | $54K | Hold |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $50K | Hold |
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|
2015
Q2 | $54K | Sell |
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|
2015
Q1 | $71K | Buy |
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|
2014
Q4 | $54K | Hold |
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|
2014
Q3 | $52K | Hold |
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|
2014
Q2 | $51K | Hold |
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|
2014
Q1 | $49K | Hold |
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|
2013
Q4 | $49K | Hold |
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|
2013
Q3 | $44K | Hold |
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|
2013
Q2 | $42K | Buy |
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