Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $993K | Buy |
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|
2023
Q2 | $991K | Buy |
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|
2023
Q1 | $871K | Sell |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $695K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $517K | Sell |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $3.4M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $307K | Hold |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $292K | Hold |
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|
2018
Q4 | $260K | Buy |
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