Granite Bay Wealth Management’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,250
| Closed | -$297K | – | 77 |
|
|
2025
Q1 | $297K | Sell |
10,250
-2,500
| -20% | -$72.4K | 0.1% | 58 |
|
|
2024
Q4 | $394K | Hold |
12,750
| – | – | 0.15% | 50 |
|
|
2024
Q3 | $387K | Buy |
+12,750
| New | +$387K | 0.22% | 32 |
|
|
2023
Q2 | – | Sell |
-8,700
| Closed | -$222K | – | 67 |
|
|
2023
Q1 | $222K | Buy |
+8,700
| New | +$222K | 0.16% | 71 |
|