Avantax Planning Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Sell |
1,296
-326
| -20% | -$69.4K | 0.01% | 369 |
|
2025
Q1 | $281K | Buy |
1,622
+98
| +6% | +$17K | 0.01% | 346 |
|
2024
Q4 | $287K | Sell |
1,524
-34
| -2% | -$6.4K | 0.01% | 340 |
|
2024
Q3 | $298K | Buy |
1,558
+261
| +20% | +$49.9K | 0.01% | 336 |
|
2024
Q2 | $256K | Buy |
1,297
+1
| +0.1% | +$197 | 0.01% | 390 |
|
2024
Q1 | $247K | Buy |
+1,296
| New | +$247K | 0.01% | 399 |
|
2017
Q4 | – | Sell |
-3,008
| Closed | -$205K | – | 343 |
|
2017
Q3 | $205K | Buy |
+3,008
| New | +$205K | 0.02% | 355 |
|