GSWM
Golden State 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 | $174K | Buy |
764
+617
| +420% | +$140K | 0.02% | 384 |
|
|
2025
Q1 | $28.4K | Buy |
147
+38
| +35% | +$7.34K | ﹤0.01% | 720 |
|
|
2024
Q4 | $22.9K | Buy |
+109
| New | +$22.9K | ﹤0.01% | 739 |
|
|
2022
Q1 | $2.55M | Sell |
17,092
-2,446
| -13% | -$364K | 0.5% | 37 |
|
|
2021
Q4 | $3.2M | Buy |
19,538
+697
| +4% | +$114K | 0.55% | 36 |
|
|
2021
Q3 | $2.77M | Buy |
18,841
+503
| +3% | +$74K | 0.6% | 32 |
|
|
2021
Q2 | $2.67M | Buy |
+18,338
| New | +$2.67M | 0.59% | 32 |
|