Essex Financial Services’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 | $2.66M | Buy |
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2025
Q1 | $2.15M | Buy |
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2024
Q4 | $2.13M | Buy |
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2024
Q3 | $1.65M | Buy |
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2024
Q2 | $1.3M | Buy |
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2024
Q1 | $1.13M | Buy |
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2023
Q4 | $994K | Buy |
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2023
Q3 | $707K | Buy |
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2023
Q2 | $683K | Buy |
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2023
Q1 | $589K | Buy |
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2022
Q4 | $480K | Sell |
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2022
Q3 | $490K | Buy |
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2022
Q2 | $475K | Buy |
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2022
Q1 | $555K | Buy |
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2021
Q4 | $412K | Buy |
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2021
Q3 | $300K | Buy |
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