Iams Wealth Management’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
10,599
-1,552
| -13% | -$330K | 1.04% | 26 |
|
|
2025
Q1 | $2.11M | Buy |
12,151
+6,060
| +99% | +$1.05M | 0.97% | 36 |
|
|
2024
Q4 | $1.15M | Buy |
6,091
+428
| +8% | +$80.6K | 0.52% | 58 |
|
|
2024
Q3 | $1.08M | Buy |
5,663
+2,318
| +69% | +$443K | 0.53% | 62 |
|
|
2024
Q2 | $661K | Sell |
3,345
-563
| -14% | -$111K | 0.36% | 76 |
|
|
2024
Q1 | $734K | Sell |
3,908
-1,124
| -22% | -$211K | 0.45% | 65 |
|
|
2023
Q4 | $883K | Buy |
+5,032
| New | +$883K | 0.57% | 57 |
|