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Goldstein Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,437
| Closed | -$221K | – | 172 |
|
|
2023
Q2 | $221K | Sell |
8,437
-5,057
| -37% | -$132K | 0.05% | 135 |
|
|
2023
Q1 | $344K | Sell |
13,494
-217,605
| -94% | -$5.55M | 0.08% | 98 |
|
|
2022
Q4 | $5.53M | Buy |
+231,099
| New | +$5.53M | 1.34% | 19 |
|