Simplicity Solutions’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
Q4 | $261K | Hold |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.57M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $631K | Sell |
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|
2018
Q4 | $644K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $361K | Buy |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $263K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $293K | Buy |
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