Resurgent Financial Advisors’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
2024
Q1
Sell
-1,129
Closed -$252K 386
2023
Q4
$252K Buy
+1,129
New +$252K 0.15% 144
2023
Q1
Sell
-730
Closed -$125K 580
2022
Q4
$125K Buy
+730
New +$125K 0.07% 271