Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $10.4K | Hold |
80
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $8.42K | Sell |
80
-645
| -89% | -$67.9K | ﹤0.01% | 159 |
|
|
2022
Q3 | $76K | Sell |
725
-770
| -52% | -$80.7K | 0.04% | 69 |
|
|
2022
Q2 | $171K | Sell |
1,495
-1,180
| -44% | -$135K | 0.07% | 55 |
|
|
2022
Q1 | $408K | Sell |
2,675
-350
| -12% | -$53.4K | 0.15% | 39 |
|
|
2021
Q4 | $530K | Sell |
3,025
-15
| -0.5% | -$2.63K | 0.21% | 40 |
|
|
2021
Q3 | $480K | Buy |
3,040
+425
| +16% | +$67.1K | 0.22% | 42 |
|
|
2021
Q2 | $416K | Sell |
2,615
-30
| -1% | -$4.77K | 0.2% | 45 |
|
|
2021
Q1 | $381K | Hold |
2,645
| – | – | 0.22% | 42 |
|
|
2020
Q4 | $365K | Buy |
+2,645
| New | +$365K | 0.23% | 38 |
|