Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
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|
2025
Q1 | $5.34M | Buy |
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|
2024
Q4 | $2.64M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $4.39M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $994K | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $993K | Sell |
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|
2021
Q2 | $994K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.9M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $597K | Buy |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $299K | Hold |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $228K | Buy |
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