Shakespeare Wealth Management’s First Trust NASDAQ-100 Equal Weighted Index Fund QQEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
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|
2025
Q1 | $4.12M | Sell |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $4.56M | Sell |
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|
2024
Q2 | $4.49M | Sell |
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|
2024
Q1 | $4.59M | Sell |
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|
2023
Q4 | $4.47M | Sell |
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|
2023
Q3 | $4.12M | Sell |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.43M | Sell |
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|
2022
Q2 | $3.73M | Buy |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $4.14M | Sell |
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|
2021
Q2 | $4.44M | Sell |
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|
2021
Q1 | $4.04M | Sell |
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|
2020
Q4 | $4.02M | Sell |
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|
2020
Q3 | $3.99M | Sell |
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|
2020
Q2 | $3.82M | Buy |
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|
2020
Q1 | $2.85M | Buy |
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|
2019
Q4 | $3.31M | Sell |
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|
2019
Q3 | $3M | Sell |
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|
2019
Q2 | $3.06M | Sell |
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|
2019
Q1 | $3.03M | Buy |
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|
2018
Q4 | $2.55M | Buy |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.57M | Buy |
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