PWM
Prosperity Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
2,627
-1,520
| -37% | -$463K | 0.3% | 72 |
|
|
2025
Q1 | $1.12M | Sell |
4,147
-2,745
| -40% | -$743K | 0.53% | 35 |
|
|
2024
Q4 | $1.99M | Buy |
6,892
+562
| +9% | +$162K | 0.82% | 21 |
|
|
2024
Q3 | $1.75M | Sell |
6,330
-3,456
| -35% | -$956K | 0.7% | 23 |
|
|
2024
Q2 | $2.59M | Buy |
+9,786
| New | +$2.59M | 1.27% | 10 |
|