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

TritonPoint Wealth’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,062
Closed -$300K – 335
2024
Q1 		$300K Sell
1,062
-282
-21% -$79.7K 0.03% 256
2023
Q4 		$300K Buy
+1,344
New +$300K 0.03% 263