Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-55
| Closed | -$9.38K | – | 686 |
|
|
2022
Q4 | $9.38K | Hold |
55
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $9K | Hold |
55
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $9K | Hold |
55
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $11K | Buy |
+55
| New | +$11K | ﹤0.01% | 341 |
|