WGC
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Watts Gwilliam & Co’s iShares S&P 100 ETF OEF Stock Holding History

Watts Gwilliam & Co’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$329K Sell
1,214
-272
-18% -$73.7K 0.07% 152
2024
Q4 		$430K Sell
1,486
-49
-3% -$14.2K 0.09% 136
2024
Q3 		$425K Buy
+1,535
New +$425K 0.09% 134
2024
Q1 		$382K Buy
+1,532
New +$382K 0.12% 124