Caldwell Trust’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Caldwell Trust’s Portfolio QQQJ Stock Details QQQJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-365
2021 Q4	$12.3K	Hold	365
2021 Q3	$12.1K	Hold	365
2021 Q2	$12.6K	Hold	365
2021 Q1	$11.6K	Hold	365
2020 Q4	$11.3K	Buy	+365