Ritter Daniher Financial Advisory’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 | $252K | Hold |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $215K | Buy |
|
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|
2023
Q4 | $79.5K | Sell |
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|
2023
Q3 | $89.3K | Hold |
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|
2023
Q2 | $92.1K | Sell |
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|
2023
Q1 | $83.4K | Hold |
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|
2022
Q4 | $76.1K | Hold |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $154K | Buy |
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