Smith Shellnut Wilson’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $226K | Hold |
|
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $221K | Sell |
|
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $951K | Hold |
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|
2021
Q1 | $880K | Buy |
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