Mezzasalma Advisors’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 | $2.55M | Buy |
8,385
+909
| +12% | +$277K | 0.77% | 32 |
|
|
2025
Q1 | $2.02M | Buy |
7,476
+912
| +14% | +$247K | 0.7% | 31 |
|
|
2024
Q4 | $1.9M | Buy |
6,564
+1,148
| +21% | +$332K | 0.61% | 32 |
|
|
2024
Q3 | $1.5M | Buy |
5,416
+1,168
| +27% | +$323K | 0.59% | 35 |
|
|
2024
Q2 | $1.12M | Buy |
+4,248
| New | +$1.12M | 0.48% | 36 |
|