Strategic Wealth Partners Group’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
2022
Q1
Sell
2021
Q4
$696K Hold
2021
Q3
$628K Buy
2017
Q1
Sell
2016
Q4
$498K Sell
2016
Q3
$513K Sell
2016
Q2
$572K Buy