OAJ

Ogorek Anthony Joseph’s iShares S&P 100 ETF OEF Stock Holding History

Ogorek Anthony Joseph’s Portfolio OEF Stock Details OEF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14K	Hold	48	–	–	﹤0.01%	332
2025 Q1	$13K	Hold	48	–	–	﹤0.01%	330
2024 Q4	$13K	Hold	48	–	–	﹤0.01%	209
2024 Q3	$13K	Buy	48 +1	+2%	+$271	﹤0.01%	199
2024 Q2	$12K	Hold	47	–	–	﹤0.01%	199
2024 Q1	$11K	Hold	47	–	–	﹤0.01%	202
2023 Q4	$10K	Hold	47	–	–	﹤0.01%	212
2023 Q3	$9K	Hold	47	–	–	﹤0.01%	209
2023 Q2	$9K	Hold	47	–	–	﹤0.01%	198
2023 Q1	$8K	Hold	47	–	–	﹤0.01%	203
2022 Q4	$8K	Hold	47	–	–	﹤0.01%	173
2022 Q3	$7K	Hold	47	–	–	﹤0.01%	171
2022 Q2	$8K	Sell	47 -18	-28%	-$3.06K	﹤0.01%	168
2022 Q1	$13K	Hold	65	–	–	0.01%	157
2021 Q4	$14K	Sell	65 -71	-52%	-$15.3K	0.01%	157
2021 Q3	$26K	Hold	136	–	–	0.01%	107
2021 Q2	$26K	Buy	136 +1	+0.7%	+$191	0.01%	107
2021 Q1	$24K	Hold	135	–	–	0.01%	98
2020 Q4	$23K	Hold	135	–	–	0.01%	90
2020 Q3	$21K	Buy	135 +1	+0.7%	+$156	0.01%	80
2020 Q2	$19K	Hold	134	–	–	0.01%	81
2020 Q1	$15K	Hold	134	–	–	0.01%	93
2019 Q4	$19K	Buy	134 +1	+0.8%	+$142	0.01%	92
2019 Q3	$17K	Hold	133	–	–	0.01%	79
2019 Q2	$17K	Buy	133 +1	+0.8%	+$128	0.01%	79
2019 Q1	$16K	Hold	132	–	–	0.01%	78
2018 Q4	$14K	Buy	132 +1	+0.8%	+$106	0.01%	79
2018 Q3	$17K	Hold	131	–	–	0.01%	71
2018 Q2	$15K	Hold	131	–	–	0.01%	66
2018 Q1	$15K	Buy	131 +1	+0.8%	+$115	0.01%	62
2017 Q4	$15K	Buy	130 +1	+0.8%	+$115	0.01%	49
2017 Q3	$14K	Hold	129	–	–	0.01%	36
2017 Q2	$13K	Hold	129	–	–	0.01%	38
2017 Q1	$13K	Sell	129 -25,160	-99%	-$2.54M	0.01%	38
2016 Q4	$2.43M	Hold	25,289	–	–	2.09%	7
2016 Q3	$2.43M	Hold	25,289	–	–	2.09%	7
2016 Q2	$2.35M	Sell	25,289 -361	-1%	-$33.5K	2.11%	7
2016 Q1	$2.34M	Buy	25,650 +84	+0.3%	+$7.68K	1.9%	7
2015 Q4	$2.33M	Sell	25,566 -5,649	-18%	-$515K	1.95%	8
2015 Q3	$2.65M	Sell	31,215 -782	-2%	-$66.3K	2.16%	8
2015 Q2	$2.91M	Sell	31,997 -6,501	-17%	-$591K	2.23%	8
2015 Q1	$3.48M	Sell	38,498 -46,146	-55%	-$4.17M	2.39%	8
2014 Q4	$7.7M	Buy	+84,644	New	+$7.7M	5.77%	6