Essex Financial Services’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
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.36M | Buy |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.62M | Buy |
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|
2021
Q2 | $1.87M | Hold |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $236K | Buy |
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