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Simply Money Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Simply Money Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-47
Closed -$4K – 71
2013
Q4 		$4K Sell
47
-428,188
-100% -$36.4M ﹤0.01% 47
2013
Q3 		$32M Buy
428,235
+63,581
+17% +$4.76M 5.46% 8
2013
Q2 		$26.2M Buy
+364,654
New +$26.2M 4.68% 8