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TPB Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

TPB Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,271
Closed -$217K – 43
2022
Q4 		$217K Hold
1,271
– – 0.11% 43
2022
Q3 		$207K Hold
1,271
– – 0.1% 42
2022
Q2 		$219K Buy
+1,271
New +$219K 0.1% 47