Carson Wealth (CWM LLC)’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Buy |
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|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $3.73M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $4.62M | Sell |
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|
2024
Q2 | $5.52M | Sell |
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|
2024
Q1 | $5.83M | Sell |
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|
2023
Q4 | $7.54M | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q4 | $125K | Sell |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q2 | $17.6M | Hold |
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|
2021
Q1 | $17.6M | Hold |
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|
2020
Q4 | $17.6M | Hold |
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|
2020
Q3 | $17.6M | Hold |
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|
2020
Q2 | $17.6M | Hold |
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|
2020
Q1 | $17.6M | Hold |
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|
2019
Q4 | $17.6M | Hold |
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|
2019
Q3 | $17.6M | Hold |
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|
2019
Q2 | $17.6M | Hold |
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|
2019
Q1 | $17.6M | Sell |
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|
2018
Q4 | $20.4M | Buy |
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|
2018
Q3 | $16.1M | Buy |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | $7.04M | Buy |
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|
2017
Q4 | $6.25M | Sell |
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|
2017
Q3 | $6.06M | Sell |
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|
2017
Q2 | $5.89M | Sell |
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|
2017
Q1 | $5.76M | Sell |
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|
2016
Q4 | $5.32M | Buy |
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