Platte River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $317K | Hold |
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|
2021
Q4 | $330K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $268K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $223K | Buy |
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|
2019
Q4 | $220K | Buy |
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