Carson Wealth (CWM LLC)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.6M | Buy |
|
|||||
|
2025
Q2 | $19.6M | Buy |
|
|||||
|
2025
Q1 | $16.4M | Buy |
|
|||||
|
2024
Q4 | $2.63M | Buy |
|
|||||
|
2024
Q3 | $2.09M | Sell |
|
|||||
|
2024
Q2 | $2.26M | Buy |
|
|||||
|
2024
Q1 | $1.97M | Buy |
|
|||||
|
2023
Q4 | $1.34M | Buy |
|
|||||
|
2023
Q3 | $321K | Buy |
|
|||||
|
2023
Q2 | $127K | Buy |
|
|||||
|
2023
Q1 | $108K | Sell |
|
|||||
|
2022
Q4 | $166K | Buy |
|
|||||
|
2022
Q3 | $90K | Hold |
|
|||||
|
2022
Q2 | $94K | Buy |
|
|||||
|
2022
Q1 | $122K | Sell |
|
|||||
|
2021
Q4 | $138K | Buy |
|
|||||
|
2021
Q2 | $114K | Hold |
|
|||||
|
2021
Q1 | $114K | Hold |
|
|||||
|
2020
Q4 | $114K | Hold |
|
|||||
|
2020
Q3 | $114K | Hold |
|
|||||
|
2020
Q2 | $114K | Hold |
|
|||||
|
2020
Q1 | $114K | Hold |
|
|||||
|
2019
Q4 | $114K | Hold |
|
|||||
|
2019
Q3 | $114K | Hold |
|
|||||
|
2019
Q2 | $114K | Hold |
|
|||||
|
2019
Q1 | $114K | Buy |
|