Guardian Wealth Advisors (North Carolina)’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 | $1.08M | Buy |
4,763
+342
| +8% | +$77.7K | 0.08% | 132 |
|
|
2025
Q1 | $853K | Buy |
4,421
+44
| +1% | +$8.49K | 0.07% | 138 |
|
|
2024
Q4 | $921K | Buy |
4,377
+237
| +6% | +$49.9K | 0.07% | 136 |
|
|
2024
Q3 | $831K | Buy |
4,140
+944
| +30% | +$190K | 0.09% | 118 |
|
|
2024
Q2 | $630K | Sell |
3,196
-132
| -4% | -$26K | 0.07% | 132 |
|
|
2024
Q1 | $608K | Buy |
3,328
+3
| +0.1% | +$548 | 0.07% | 135 |
|
|
2023
Q4 | $560K | Buy |
3,325
+997
| +43% | +$168K | 0.09% | 121 |
|
|
2023
Q3 | $343K | Sell |
2,328
-186
| -7% | -$27.4K | 0.06% | 168 |
|
|
2023
Q2 | $382K | Buy |
2,514
+2
| +0.1% | +$304 | 0.07% | 149 |
|
|
2023
Q1 | $332K | Buy |
+2,512
| New | +$332K | 0.06% | 160 |
|