Stratos Wealth Partners’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
Q3 | $12.9M | Buy |
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|
2025
Q2 | $4.99M | Buy |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $898K | Sell |
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|
2024
Q1 | $856K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $276K | Sell |
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|
2018
Q4 | $582K | Buy |
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|
2018
Q3 | $96K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $99K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.03M | Buy |
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|
2014
Q2 | $212K | Buy |
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