MWS
Maxwell Wealth Strategies’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.14M | Hold |
3,941
| – | – | 0.46% | 58 |
|
|
2024
Q3 | $1.1M | Hold |
3,941
| – | – | 0.47% | 62 |
|
|
2024
Q2 | $1.04M | Hold |
3,941
| – | – | 0.51% | 62 |
|
|
2024
Q1 | $988K | Sell |
3,941
-3,911
| -50% | -$980K | 0.5% | 63 |
|
|
2023
Q4 | $1.75M | Buy |
+7,852
| New | +$1.75M | 1.15% | 33 |
|