My Legacy Advisors’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 | $2.8M | Buy |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.22M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $3.08M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $809K | Buy |
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