CTWM
Cherry Tree 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 | $4.77K | Sell |
21
-14
| -40% | -$3.18K | ﹤0.01% | 481 |
|
|
2025
Q1 | $6.76K | Buy |
35
+15
| +75% | +$2.9K | ﹤0.01% | 488 |
|
|
2024
Q4 | $4.21K | Hold |
20
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $4.02K | Sell |
20
-1
| -5% | -$201 | ﹤0.01% | 494 |
|
|
2024
Q2 | $4.14K | Buy |
21
+16
| +320% | +$3.15K | ﹤0.01% | 476 |
|
|
2024
Q1 | $914 | Hold |
5
| – | – | ﹤0.01% | 551 |
|
|
2023
Q4 | $843 | Hold |
5
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $738 | Buy |
+5
| New | +$738 | ﹤0.01% | 545 |
|