LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $1.3M | Hold |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $1.64M | Sell |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.95M | Buy |
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|
2016
Q4 | $1.61M | Buy |
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