Pinnacle Wealth Management Advisory Group’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 | $1.3M | Sell |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $979K | Buy |
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|
2023
Q3 | $862K | Buy |
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|
2023
Q2 | $768K | Sell |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $482K | Buy |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $662K | Buy |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | $388K | Buy |
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|
2018
Q4 | $326K | Buy |
|