Concord Wealth Partners’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
Q2 | $408K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $367K | Buy |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $170K | Sell |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $77.5K | Sell |
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|
2023
Q3 | $76.7K | Sell |
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|
2023
Q2 | $87.2K | Sell |
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|
2023
Q1 | $110K | Hold |
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|
2022
Q4 | $91.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $27K | Buy |
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