MB Generational 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
Q1 | $14.1M | Buy |
51,912
+553
| +1% | +$150K | 10.49% | 4 |
|
|
2024
Q4 | $14.8M | Sell |
51,359
-173
| -0.3% | -$50K | 10.88% | 4 |
|
|
2024
Q3 | $14.3M | Buy |
51,532
+106
| +0.2% | +$29.3K | 10.27% | 4 |
|
|
2024
Q2 | $13.6M | Buy |
51,426
+35,732
| +228% | +$9.44M | 10.53% | 4 |
|
|
2024
Q1 | $12.8M | Sell |
15,694
-31,219
| -67% | -$25.4M | 10.02% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
+46,913
| New | +$10.5M | 9.83% | 5 |
|