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Portland Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Portland Financial Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$603K Hold
1,981
– – 1.45% 22
2025
Q1 		$537K Hold
1,981
– – 1.37% 25
2024
Q4 		$572K Buy
+1,981
New +$572K 1.54% 18