West Wealth Group’s iShares S&P 100 ETF OEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,248
Closed -$6.31M 85
2023
Q4
$6.31M Buy
+28,248
New +$6.31M 2.49% 11