Omni 360 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
2024
Q3
Sell
2024
Q2
$215K Sell
2024
Q1
$282K Sell
2023
Q4
$397K Buy