WCFA
Walkner Condon Financial Advisors’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,743
| Closed | -$266K | – | 224 |
|
|
2022
Q1 | $266K | Buy |
+1,743
| New | +$266K | 0.08% | 183 |
|
|
2021
Q4 | – | Sell |
-1,265
| Closed | -$200K | – | 163 |
|
|
2021
Q3 | $200K | Sell |
1,265
-127
| -9% | -$20.1K | 0.1% | 140 |
|
|
2021
Q2 | $221K | Hold |
1,392
| – | – | 0.08% | 157 |
|
|
2021
Q1 | $201K | Buy |
+1,392
| New | +$201K | 0.08% | 162 |
|