MWM
MinichMacGregor Wealth Management’s Invesco NASDAQ Internet ETF PNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
7,410
-472
| -6% | -$24.6K | 0.08% | 86 |
|
|
2025
Q1 | $348K | Sell |
7,882
-769
| -9% | -$33.9K | 0.08% | 83 |
|
|
2024
Q4 | $404K | Sell |
8,651
-13
| -0.2% | -$607 | 0.08% | 78 |
|
|
2024
Q3 | $376K | Buy |
8,664
+207
| +2% | +$8.99K | 0.08% | 76 |
|
|
2024
Q2 | $347K | Hold |
8,457
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $338K | Sell |
8,457
-786
| -9% | -$31.4K | 0.09% | 80 |
|
|
2023
Q4 | $333K | Buy |
+9,243
| New | +$333K | 0.1% | 73 |
|
|
2021
Q1 | – | Sell |
-1,148
| Closed | -$261K | – | 87 |
|
|
2020
Q4 | $261K | Buy |
+1,148
| New | +$261K | 0.11% | 68 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$4K | – | 388 |
|
|
2018
Q3 | $4K | Sell |
32
-8
| -20% | -$1K | ﹤0.01% | 409 |
|
|
2018
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 382 |
|