NewEdge Wealth’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
Q3 | $4.63M | Buy |
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|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $4.56M | Hold |
|
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|
2024
Q2 | $4.36M | Hold |
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|
2024
Q1 | $3.96M | Sell |
|
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|
2023
Q4 | $3.72M | Buy |
|
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|
2023
Q3 | $3.23M | Sell |
|
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|
2023
Q2 | $3.58M | Hold |
|
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|
2023
Q1 | $3.23M | Sell |
|
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $3.71M | Buy |
|
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|
2022
Q2 | $3.91M | Sell |
|
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|
2022
Q1 | $4.83M | Sell |
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|
2021
Q4 | $5.17M | Buy |
|