WealthPLAN Partners’s First Trust NASDAQ-100 Equal Weighted Index Fund QQEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$2.67K | – | 941 |
|
|
2023
Q2 | $2.67K | Hold |
25
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q1 | $2.52K | Buy |
+25
| New | +$2.52K | ﹤0.01% | 1104 |
|
|
2015
Q4 | $174K | Buy |
+12,003
| New | +$174K | 0.03% | 298 |
|
|
2015
Q2 | $175K | Hold |
4,001
| – | – | 0.08% | 97 |
|
|
2015
Q1 | $175K | Buy |
+4,001
| New | +$175K | 0.08% | 120 |
|