OBWG
Onyx Bridge Wealth Group’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,336
| Closed | -$316K | – | 295 |
|
|
2024
Q2 | $316K | Sell |
11,336
-10,026
| -47% | -$279K | 0.05% | 197 |
|
|
2024
Q1 | $586K | Sell |
21,362
-2,160
| -9% | -$59.3K | 0.1% | 134 |
|
|
2023
Q4 | $635K | Sell |
23,522
-1,134
| -5% | -$30.6K | 0.13% | 112 |
|
|
2023
Q3 | $608K | Buy |
24,656
+53
| +0.2% | +$1.31K | 0.14% | 116 |
|
|
2023
Q2 | $643K | Buy |
+24,603
| New | +$643K | 0.15% | 105 |
|