WFWM
Wechter Feldman Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,946
| Closed | -$233K | – | 38 |
|
|
2018
Q2 | $233K | Sell |
1,946
-65,013
| -97% | -$7.78M | 0.16% | 32 |
|
|
2018
Q1 | $7.77M | Buy |
66,959
+2,126
| +3% | +$247K | 5.49% | 9 |
|
|
2017
Q4 | $7.69M | Sell |
64,833
-1,871
| -3% | -$222K | 5.38% | 8 |
|
|
2017
Q3 | $7.42M | Sell |
66,704
-1,009
| -1% | -$112K | 5.69% | 9 |
|
|
2017
Q2 | $7.24M | Buy |
67,713
+3,642
| +6% | +$389K | 5.8% | 9 |
|
|
2017
Q1 | $6.71M | Buy |
64,071
+10,444
| +19% | +$1.09M | 4.61% | 11 |
|
|
2016
Q4 | $5.33M | Buy |
+53,627
| New | +$5.33M | 3.49% | 13 |
|