SWM
QQEW icon

StoneCrest Wealth Management’s First Trust NASDAQ-100 Equal Weighted Index Fund QQEW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-41,168
Closed -$5.08M 62
2024
Q2
$5.08M Sell
41,168
-11,541
-22% -$1.42M 3.87% 9
2024
Q1
$6.53M Sell
52,709
-1,930
-4% -$239K 5.65% 4
2023
Q4
$6.42M Buy
+54,639
New +$6.42M 6.15% 2