ShoreHaven Wealth Partners’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
Q3 | $2.75M | Sell |
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|
2025
Q2 | $3.08M | Sell |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $623K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $1.25M | Buy |
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