Carson Wealth (CWM LLC)’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $19K | Buy |
|
|||||
|
2025
Q3 | $3K | Hold |
|
|||||
|
2025
Q2 | $3K | Sell |
|
|||||
|
2025
Q1 | $100K | Sell |
|
|||||
|
2024
Q4 | $163K | Hold |
|
|||||
|
2024
Q3 | $160K | Sell |
|
|||||
|
2024
Q2 | $147K | Hold |
|
|||||
|
2024
Q1 | $153K | Sell |
|
|||||
|
2023
Q4 | $159K | Sell |
|
|||||
|
2023
Q3 | $179K | Hold |
|
|||||
|
2023
Q2 | $190K | Buy |
|
|||||
|
2023
Q1 | $165K | Hold |
|
|||||
|
2022
Q4 | $155K | Buy |
|
|||||
|
2022
Q3 | $6K | Sell |
|
|||||
|
2022
Q2 | $112K | Hold |
|
|||||
|
2022
Q1 | $139K | Sell |
|
|||||
|
2021
Q4 | $161K | Buy |
|
|||||
|
2021
Q2 | $165K | Hold |
|
|||||
|
2021
Q1 | $165K | Hold |
|
|||||
|
2020
Q4 | $165K | Buy |
|