WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $45K | Buy |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $48K | Sell |
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|
2016
Q2 | $57K | Sell |
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|
2016
Q1 | $83K | Sell |
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|
2015
Q4 | $163K | Sell |
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|
2015
Q3 | $152K | Sell |
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|
2015
Q2 | $210K | Buy |
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|
2015
Q1 | $198K | Sell |
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|
2014
Q4 | $217K | Sell |
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|
2014
Q3 | $222K | Buy |
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|
2014
Q2 | $214K | Buy |
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|
2014
Q1 | $197K | Sell |
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|
2013
Q4 | $198K | Sell |
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|
2013
Q3 | $187K | Sell |
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|
2013
Q2 | $208K | Buy |
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