Lowe Wealth Advisors’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 | $174K | Hold |
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|
2025
Q2 | $159K | Buy |
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|
2025
Q1 | $60.7K | Hold |
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|
2024
Q4 | $64.7K | Hold |
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|
2024
Q3 | $62K | Hold |
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|
2024
Q2 | $59.2K | Hold |
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|
2024
Q1 | $55.4K | Hold |
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|
2023
Q4 | $50K | Hold |
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|
2023
Q3 | $44.9K | Sell |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $123K | Hold |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $130K | Sell |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $122K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $105K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $112K | Sell |
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|
2019
Q3 | $115K | Sell |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $143K | Hold |
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|
2018
Q4 | $128K | Sell |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $179K | Sell |
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|
2018
Q1 | $185K | Hold |
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|
2017
Q4 | $190K | Buy |
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|
2017
Q3 | $161K | Sell |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $171K | Sell |
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|
2016
Q4 | $308K | Hold |
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|
2016
Q3 | $298K | Hold |
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|
2016
Q2 | $288K | Hold |
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|
2016
Q1 | $284K | Sell |
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|
2015
Q4 | $306K | Hold |
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|
2015
Q3 | $284K | Hold |
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|
2015
Q2 | $305K | Sell |
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|
2015
Q1 | $305K | Hold |
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|
2014
Q4 | $307K | Buy |
|