Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1K | Hold |
76
| – | – | ﹤0.01% | 635 |
|
|
2025
Q1 | $20.6K | Hold |
76
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $22K | Hold |
76
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $21K | Hold |
76
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $20.1K | Hold |
76
| – | – | ﹤0.01% | 548 |
|
|
2024
Q1 | $18.8K | Hold |
76
| – | – | ﹤0.01% | 531 |
|
|
2023
Q4 | $17K | Hold |
76
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $15.2K | Hold |
76
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $15.7K | Hold |
76
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $14.2K | Hold |
76
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $12 | Hold |
76
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $12 | Hold |
76
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $13 | Sell |
76
-14
| -16% | -$2 | ﹤0.01% | 566 |
|
|
2022
Q1 | $18 | Hold |
90
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $19 | Hold |
90
| – | – | ﹤0.01% | 512 |
|
|
2021
Q3 | $17 | Hold |
90
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $17 | Hold |
90
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $16 | Hold |
90
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $15 | Buy |
90
+14
| +18% | +$2 | ﹤0.01% | 461 |
|
|
2020
Q3 | $11 | Hold |
76
| – | – | ﹤0.01% | 489 |
|
|
2020
Q2 | $10 | Buy |
+76
| New | +$10 | ﹤0.01% | 482 |
|