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WR Wealth Planners’s iShares S&P 100 ETF OEF Stock Holding History

WR Wealth Planners’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$39.3K Sell
136
-555
-80% -$160K 0.01% 345
2024
Q3 		$191K Buy
691
+14
+2% +$3.88K 0.05% 191
2024
Q2 		$179K Buy
677
+22
+3% +$5.82K 0.05% 182
2024
Q1 		$162K Buy
+655
New +$162K 0.05% 202