West Branch Capital’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 | $204K | Sell |
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|
2025
Q2 | $187K | Buy |
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|
2025
Q1 | $166K | Buy |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $169K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $112K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $126K | Buy |
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