Wealth Enhancement Advisory Services’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 | $7.7M | Buy |
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|
2025
Q2 | $6.75M | Sell |
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|
2025
Q1 | $9.68M | Sell |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $8.92M | Buy |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $8.35M | Buy |
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|
2023
Q4 | $7.23M | Buy |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $288K | Buy |
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