Holistic Planning’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 | $879K | Buy |
3,869
+52
| +1% | +$11.8K | 0.25% | 77 |
|
|
2025
Q1 | $737K | Sell |
3,817
-342
| -8% | -$66K | 0.25% | 76 |
|
|
2024
Q4 | $875K | Sell |
4,159
-828
| -17% | -$174K | 0.32% | 62 |
|
|
2024
Q3 | $1M | Sell |
4,987
-2,136
| -30% | -$429K | 0.42% | 52 |
|
|
2024
Q2 | $1.3M | Hold |
7,123
| – | – | 1% | 33 |
|
|
2024
Q1 | $1.3M | Sell |
7,123
-1,503
| -17% | -$275K | 0.99% | 33 |
|
|
2023
Q4 | $1.45M | Buy |
+8,626
| New | +$1.45M | 1.22% | 27 |
|