CWP
Cyndeo Wealth Partners’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
10,262
-556
| -5% | -$118K | 0.13% | 157 |
|
|
2025
Q1 | $1.88M | Buy |
10,818
+146
| +1% | +$25.3K | 0.12% | 166 |
|
|
2024
Q4 | $2.01M | Sell |
10,672
-1,533
| -13% | -$289K | 0.14% | 160 |
|
|
2024
Q3 | $2.33M | Buy |
12,205
+531
| +5% | +$102K | 0.16% | 152 |
|
|
2024
Q2 | $2.31M | Sell |
11,674
-2,210
| -16% | -$436K | 0.18% | 147 |
|
|
2024
Q1 | $2.65M | Sell |
13,884
-5,048
| -27% | -$963K | 0.22% | 125 |
|
|
2023
Q4 | $3.32M | Sell |
18,932
-27,547
| -59% | -$4.83M | 0.31% | 97 |
|
|
2023
Q3 | $6.75M | Sell |
46,479
-672
| -1% | -$97.6K | 0.7% | 39 |
|
|
2023
Q2 | $6.94M | Buy |
47,151
+1,593
| +3% | +$234K | 0.73% | 40 |
|
|
2023
Q1 | $5.95M | Buy |
+45,558
| New | +$5.95M | 0.64% | 44 |
|