MGB 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.57K | Hold |
15
| – | – | ﹤0.01% | 301 |
|
2025
Q1 | $4.06K | Hold |
15
| – | – | ﹤0.01% | 288 |
|
2024
Q4 | $4.33K | Hold |
15
| – | – | ﹤0.01% | 282 |
|
2024
Q3 | $4.15K | Hold |
15
| – | – | ﹤0.01% | 270 |
|
2024
Q2 | $4.09K | Hold |
15
| – | – | ﹤0.01% | 273 |
|
2024
Q1 | $3.71K | Hold |
15
| – | – | ﹤0.01% | 260 |
|
2023
Q4 | $3.35K | Buy |
+15
| New | +$3.35K | ﹤0.01% | 253 |
|