EverSource Wealth Advisors’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 | $5.13K | Buy |
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2025
Q1 | $4.65K | Hold |
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|
2024
Q4 | $4.95K | Hold |
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|
2024
Q3 | $4.86K | Hold |
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|
2024
Q2 | $4.56K | Hold |
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|
2024
Q1 | $4.34K | Buy |
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|
2023
Q4 | $4.3K | Hold |
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|
2023
Q3 | $3.92K | Sell |
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|
2023
Q2 | $4.18K | Sell |
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|
2023
Q1 | $11.7K | Sell |
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|
2022
Q4 | $11.8K | Sell |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $19K | Buy |
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