Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-20
| Closed | -$3K | – | 659 |
|
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 862 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 848 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 828 |
|
|
2018
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 761 |
|