LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $813K | Sell |
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $794K | Sell |
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|
2022
Q2 | $994K | Sell |
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|
2022
Q1 | $1.8M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $945K | Buy |
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|
2019
Q4 | $1.14M | Buy |
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