Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $765K | Hold |
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|
2023
Q4 | $691K | Hold |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $699K | Hold |
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|
2023
Q1 | $632K | Hold |
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|
2022
Q4 | $576K | Sell |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $760K | Hold |
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|
2021
Q3 | $685K | Hold |
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|
2021
Q2 | $681K | Hold |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $626K | Hold |
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|
2020
Q3 | $568K | Sell |
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|
2020
Q2 | $555K | Sell |
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|
2020
Q1 | $466K | Sell |
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|
2019
Q4 | $620K | Sell |
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|
2019
Q3 | $637K | Sell |
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|
2019
Q2 | $1.06M | Buy |
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