Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.12M | Sell |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $4.32M | Sell |
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|
2023
Q2 | $4.57M | Buy |
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|
2022
Q4 | $3.97M | Sell |
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|
2022
Q3 | $3.8M | Sell |
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|
2022
Q2 | $4.05M | Sell |
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|
2022
Q1 | $4.98M | Sell |
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|
2021
Q4 | $5.25M | Buy |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.47M | Sell |
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|
2020
Q4 | $4.49M | Buy |
|