HSWS
Higgins & Schmidt Wealth Strategies’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $811K | Sell |
3,570
-113
| -3% | -$25.7K | 0.45% | 24 |
|
2025
Q1 | $711K | Sell |
3,683
-212
| -5% | -$40.9K | 0.42% | 24 |
|
2024
Q4 | $820K | Sell |
3,895
-190
| -5% | -$40K | 0.51% | 23 |
|
2024
Q3 | $820K | Sell |
4,085
-13
| -0.3% | -$2.61K | 0.53% | 25 |
|
2024
Q2 | $808K | Sell |
4,098
-250
| -6% | -$49.3K | 0.58% | 23 |
|
2024
Q1 | $794K | Sell |
4,348
-169
| -4% | -$30.9K | 0.59% | 17 |
|
2023
Q4 | $761K | Buy |
+4,517
| New | +$761K | 0.61% | 17 |
|