J.P. Morgan Private Wealth Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $743K | Sell |
5,112
-355
| -6% | -$51.6K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $805K | Sell |
5,467
-1,328
| -20% | -$195K | ﹤0.01% | 844 |
|
|
2023
Q1 | $887K | Sell |
6,795
-140
| -2% | -$18.3K | ﹤0.01% | 1215 |
|
|
2022
Q4 | $730K | Sell |
6,935
-1,488
| -18% | -$157K | ﹤0.01% | 1296 |
|
|
2022
Q3 | $883K | Sell |
8,423
-453
| -5% | -$47.5K | ﹤0.01% | 1199 |
|
|
2022
Q2 | $1.02M | Sell |
8,876
-635
| -7% | -$72.7K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $1.45M | Buy |
9,511
+277
| +3% | +$42.2K | ﹤0.01% | 1041 |
|
|
2021
Q4 | $1.62M | Buy |
9,234
+540
| +6% | +$94.6K | ﹤0.01% | 1003 |
|
|
2021
Q3 | $1.37M | Sell |
8,694
-266
| -3% | -$42K | ﹤0.01% | 1059 |
|
|
2021
Q2 | $1.43M | Buy |
8,960
+638
| +8% | +$101K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $1.2M | Sell |
8,322
-220
| -3% | -$31.7K | ﹤0.01% | 962 |
|
|
2020
Q4 | $1.18M | Sell |
8,542
-145
| -2% | -$20K | ﹤0.01% | 940 |
|
|
2020
Q3 | $1.02M | Sell |
8,687
-959
| -10% | -$112K | ﹤0.01% | 885 |
|
|
2020
Q2 | $1.05M | Buy |
9,646
+679
| +8% | +$74.1K | ﹤0.01% | 791 |
|
|
2020
Q1 | $758K | Buy |
8,967
+4,220
| +89% | +$357K | ﹤0.01% | 799 |
|
|
2019
Q4 | $475K | Hold |
4,747
| – | – | ﹤0.01% | 1070 |
|
|
2019
Q3 | $416K | Hold |
4,747
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q2 | $406K | Buy |
4,747
+565
| +14% | +$48.3K | ﹤0.01% | 1053 |
|
|
2019
Q1 | $344K | Buy |
4,182
+290
| +7% | +$23.9K | ﹤0.01% | 1150 |
|
|
2018
Q4 | $265K | Buy |
+3,892
| New | +$265K | ﹤0.01% | 1230 |
|