Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.3K | Buy |
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2025
Q1 | $28.3K | Buy |
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|
2024
Q4 | $30.1K | Buy |
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|
2024
Q3 | $29.6K | Buy |
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|
2024
Q2 | $27.1K | Buy |
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|
2024
Q1 | $28K | Buy |
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|
2023
Q4 | $26.1K | Buy |
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|
2023
Q3 | $24K | Buy |
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|
2023
Q2 | $25K | Buy |
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|
2023
Q1 | $25K | Buy |
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|
2022
Q4 | $23K | Buy |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $12K | Buy |
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