Trifecta Capital 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 | $679K | Hold |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $644K | Hold |
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|
2024
Q3 | $617K | Hold |
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|
2024
Q2 | $589K | Hold |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $462K | Hold |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $380K | Buy |
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