Silicon Hills Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $290K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $401K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $399K | Hold |
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|
2020
Q3 | $362K | Hold |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $335 | Buy |
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