TVWM
OEF icon

Tower View Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-73
Closed -$12K 167
2022
Q3
$12K Hold
73
0.01% 112
2022
Q2
$13K Sell
73
-60
-45% -$10.7K 0.01% 109
2022
Q1
$28K Hold
133
0.02% 117
2021
Q4
$29K Buy
+133
New +$29K 0.01% 118