Resource Planning Group’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,441
| Closed | -$1.27M | – | 81 |
|
|
2021
Q3 | $1.27M | Hold |
6,441
| – | – | 0.8% | 28 |
|
|
2021
Q2 | $1.26M | Hold |
6,441
| – | – | 0.73% | 27 |
|
|
2021
Q1 | $1.16M | Hold |
6,441
| – | – | 0.76% | 25 |
|
|
2020
Q4 | $1.11M | Hold |
6,441
| – | – | 0.79% | 26 |
|
|
2020
Q3 | $1M | Buy |
+6,441
| New | +$1M | 0.76% | 28 |
|