Cornerstone Planning Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.4M | Buy |
+253,424
| New | +$58.4M | 11.93% | 1 |
|
2024
Q2 | – | Sell |
-196
| Closed | -$35.1K | – | 1325 |
|
2024
Q1 | $35.1K | Hold |
196
| – | – | 0.01% | 213 |
|
2023
Q4 | $33K | Sell |
196
-301
| -61% | -$50.7K | 0.01% | 243 |
|
2023
Q3 | $73.3K | Sell |
497
-70
| -12% | -$10.3K | 0.03% | 136 |
|
2023
Q2 | $86.2K | Buy |
+567
| New | +$86.2K | 0.03% | 150 |
|