JFS 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 | $120K | Buy |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $108K | Sell |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $27.9K | Sell |
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|
2022
Q4 | $34.5K | Sell |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $46K | Buy |
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