Safeguard Financial’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
2023
Q3
Sell
-138
Closed -$28K 399
2023
Q2
$28K Buy
+138
New +$28K 0.01% 224