A detailed history of Monterey Private Wealth, Inc. transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,828 shares of QQQE stock, worth $356,999. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,828
Previous 3,821 0.18%
Holding current value
$356,999
Previous $339,000 1.77%
% of portfolio
0.12%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$82.41 - $92.06 $576 - $644
7 Added 0.18%
3,828 $345,000
Q1 2024

Apr 09, 2024

BUY
$82.13 - $89.46 $7,884 - $8,588
96 Added 2.58%
3,821 $340,000
Q4 2023

Jan 12, 2024

BUY
$70.45 - $85.0 $1,620 - $1,955
23 Added 0.62%
3,725 $315,000
Q3 2023

Oct 10, 2023

BUY
$73.68 - $80.76 $6,041 - $6,622
82 Added 2.27%
3,702 $276,000
Q2 2023

Jul 11, 2023

BUY
$69.17 - $77.41 $484 - $541
7 Added 0.19%
3,620 $278,000
Q1 2023

Apr 06, 2023

BUY
$63.51 - $73.08 $6,668 - $7,673
105 Added 2.99%
3,613 $262,000
Q4 2022

Jan 20, 2023

BUY
$58.71 - $68.91 $7,338 - $8,613
125 Added 3.69%
3,508 $0
Q3 2022

Oct 11, 2022

BUY
$60.25 - $73.73 $5,000 - $6,119
83 Added 2.52%
3,383 $207,000
Q2 2022

Jul 13, 2022

BUY
$60.8 - $78.72 $6,870 - $8,895
113 Added 3.55%
3,300 $208,000
Q1 2022

Apr 08, 2022

BUY
$68.88 - $85.18 $7,025 - $8,688
102 Added 3.31%
3,187 $249,000
Q4 2021

Jan 18, 2022

BUY
$81.57 - $90.09 $13,459 - $14,864
165 Added 5.65%
3,085 $263,000
Q3 2021

Oct 08, 2021

BUY
$81.86 - $87.72 $6,303 - $6,754
77 Added 2.71%
2,920 $241,000
Q2 2021

Aug 30, 2021

BUY
$75.52 - $83.7 $3,549 - $3,933
47 Added 1.68%
2,843 $238,000
Q1 2021

Apr 28, 2021

BUY
$72.55 - $80.89 $202,849 - $226,168
2,796 New
2,796 $227,000

Others Institutions Holding QQQE

About DIREXION NASDAQ-100 EQUAL WEIG


  • Ticker QQQE
  • Sector ETFs
  • Industry ETFs
More about QQQE
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