Moneta Group Investment Advisors’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 | $225K | Buy |
+1,056
| New | +$225K | ﹤0.01% | 637 |
|
|
2025
Q1 | – | Sell |
-1,237
| Closed | -$233K | – | 699 |
|
|
2024
Q4 | $233K | Sell |
1,237
-57
| -4% | -$10.7K | ﹤0.01% | 596 |
|
|
2024
Q3 | $247K | Hold |
1,294
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $255K | Hold |
1,294
| – | – | ﹤0.01% | 523 |
|
|
2024
Q1 | $247K | Hold |
1,294
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $227K | Buy |
+1,294
| New | +$227K | ﹤0.01% | 504 |
|
|
2023
Q3 | – | Sell |
-1,386
| Closed | -$204K | – | 554 |
|
|
2023
Q2 | $204K | Buy |
+1,386
| New | +$204K | ﹤0.01% | 514 |
|