PFA
Plotkin Financial Advisors’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,076
| Closed | -$293K | – | 81 |
|
|
2022
Q1 | $293K | Sell |
10,076
-5,213
| -34% | -$151K | 0.2% | 62 |
|
|
2021
Q4 | $513K | Sell |
15,289
-26,068
| -63% | -$875K | 0.32% | 48 |
|
|
2021
Q3 | $1.37M | Sell |
41,357
-2,200
| -5% | -$72.7K | 0.81% | 31 |
|
|
2021
Q2 | $1.5M | Sell |
43,557
-81,128
| -65% | -$2.79M | 0.83% | 29 |
|
|
2021
Q1 | $3.97M | Buy |
124,685
+75,447
| +153% | +$2.4M | 2.43% | 15 |
|
|
2020
Q4 | $1.52M | Buy |
+49,238
| New | +$1.52M | 1% | 26 |
|