SMA
Sage Mountain Advisors’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Hold |
47
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $12.7K | Hold |
47
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $13.6K | Buy |
+47
| New | +$13.6K | ﹤0.01% | 455 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$20.1K | – | 418 |
|
|
2023
Q4 | $20.1K | Hold |
90
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $18.1K | Sell |
90
-67
| -43% | -$13.4K | ﹤0.01% | 322 |
|
|
2023
Q2 | $32.5K | Buy |
+157
| New | +$32.5K | ﹤0.01% | 311 |
|