Evensky & Katz’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 | $6.72M | Buy |
29,584
+453
| +2% | +$103K | 0.41% | 25 |
|
|
2025
Q1 | $5.62M | Buy |
29,131
+6,285
| +28% | +$1.21M | 0.38% | 27 |
|
|
2024
Q4 | $4.81M | Buy |
22,846
+3,458
| +18% | +$728K | 0.31% | 27 |
|
|
2024
Q3 | $3.89M | Buy |
19,388
+3,471
| +22% | +$697K | 0.25% | 33 |
|
|
2024
Q2 | $3.14M | Buy |
15,917
+4,297
| +37% | +$847K | 0.22% | 34 |
|
|
2024
Q1 | $2.12M | Buy |
11,620
+5,673
| +95% | +$1.04M | 0.15% | 42 |
|
|
2023
Q4 | $1M | Buy |
5,947
+4,001
| +206% | +$674K | 0.08% | 52 |
|
|
2023
Q3 | $287K | Buy |
+1,946
| New | +$287K | 0.02% | 63 |
|