Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $267K | Sell |
|
|||||
|
2024
Q3 | $18M | Buy |
|
|||||
|
2024
Q2 | $16.5M | Buy |
|
|||||
|
2024
Q1 | $14.6M | Buy |
|
|||||
|
2023
Q4 | $12.3M | Buy |
|
|||||
|
2023
Q3 | $10.2M | Buy |
|
|||||
|
2023
Q2 | $3.56M | Buy |
|
|||||
|
2023
Q1 | $1.68M | Sell |
|
|||||
|
2022
Q4 | $5.5M | Sell |
|
|||||
|
2022
Q3 | $7.84M | Buy |
|
|||||
|
2022
Q2 | $7.8M | Buy |
|
|||||
|
2022
Q1 | $9.11M | Buy |
|
|||||
|
2021
Q4 | $9.14M | Buy |
|