True Wealth Design’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
Q3 | $83.2K | Hold |
|
|||||
|
2025
Q2 | $76.1K | Hold |
|
|||||
|
2025
Q1 | $67.7K | Hold |
|
|||||
|
2024
Q4 | $72.2K | Hold |
|
|||||
|
2024
Q3 | $69.2K | Hold |
|
|||||
|
2024
Q2 | $66.1K | Hold |
|
|||||
|
2024
Q1 | $61.9K | Hold |
|
|||||
|
2023
Q4 | $55.8K | Hold |
|
|||||
|
2023
Q3 | $50.2K | Hold |
|
|||||
|
2023
Q2 | $51.8K | Hold |
|
|||||
|
2023
Q1 | $46.8K | Sell |
|
|||||
|
2022
Q4 | $75.1K | Buy |
|