Matthew Goff Investment Advisor’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
Q2 | – | Sell |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $684K | Hold |
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|
2024
Q3 | $656K | Hold |
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|
2024
Q2 | $626K | Hold |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $529K | Hold |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $404K | Hold |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $494K | Hold |
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|
2021
Q4 | $519K | Hold |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $595K | Hold |
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|
2021
Q1 | $545K | Hold |
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|
2020
Q4 | $520K | Hold |
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|
2020
Q3 | $472K | Hold |
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|
2020
Q2 | $432K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $596K | Sell |
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|
2018
Q2 | $6.33M | Buy |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.07M | Buy |
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