True Link Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

True Link Financial Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$386K	Hold
2023 Q2	$398K	Hold
2023 Q1	$360K	Hold
2022 Q4	$328K	Sell
2022 Q3	$1.13M	Sell
2022 Q2	$2.81M	Buy
2022 Q1	$1.99M	Buy
2021 Q4	$1.37M	Buy
2021 Q3	$1.05M	Buy