AWM
Affinity Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
1,337
+1
| +0.1% | +$227 | 0.05% | 78 |
|
|
2025
Q1 | $258K | Buy |
1,336
+3
| +0.2% | +$579 | 0.05% | 83 |
|
|
2024
Q4 | $281K | Buy |
1,333
+2
| +0.2% | +$421 | 0.05% | 81 |
|
|
2024
Q3 | $267K | Sell |
1,331
-484
| -27% | -$97.2K | 0.05% | 90 |
|
|
2024
Q2 | $358K | Buy |
1,815
+3
| +0.2% | +$591 | 0.07% | 69 |
|
|
2024
Q1 | $331K | Buy |
1,812
+2
| +0.1% | +$365 | 0.06% | 80 |
|
|
2023
Q4 | $305K | Buy |
1,810
+3
| +0.2% | +$506 | 0.06% | 77 |
|
|
2023
Q3 | $266K | Buy |
+1,807
| New | +$266K | 0.06% | 82 |
|