Maia Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
1,192
-11
| -0.9% | -$3.35K | 0.07% | 235 |
|
|
2025
Q1 | $315K | Sell |
1,203
-58
| -5% | -$15.2K | 0.07% | 226 |
|
|
2024
Q4 | $369K | Sell |
1,261
-46
| -4% | -$13.5K | 0.08% | 197 |
|
|
2024
Q3 | $367K | Buy |
1,307
+77
| +6% | +$21.6K | 0.09% | 173 |
|
|
2024
Q2 | $336K | Buy |
+1,230
| New | +$336K | 0.1% | 148 |
|
|
2023
Q4 | $1.91M | Buy |
+8,556
| New | +$1.91M | 0.77% | 34 |
|