SWC
Spectrum Wealth Counsel’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.88M | Buy |
14,309
+217
| +2% | +$58.8K | 0.47% | 52 |
|
|
2024
Q4 | $4.07M | Sell |
14,092
-5,139
| -27% | -$1.48M | 0.48% | 54 |
|
|
2024
Q3 | $5.32M | Sell |
19,231
-5,319
| -22% | -$1.47M | 0.63% | 47 |
|
|
2024
Q2 | $6.49M | Sell |
24,550
-328
| -1% | -$86.7K | 0.82% | 35 |
|
|
2024
Q1 | $6.16M | Buy |
24,878
+99
| +0.4% | +$24.5K | 0.75% | 41 |
|
|
2023
Q4 | $5.54M | Buy |
+24,779
| New | +$5.54M | 0.77% | 39 |
|