Kingswood Wealth Advisors’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 | $2.53M | Buy |
11,147
+2,413
| +28% | +$548K | 0.2% | 112 |
|
|
2025
Q1 | $1.69M | Sell |
8,734
-2,181
| -20% | -$421K | 0.15% | 159 |
|
|
2024
Q4 | $2.3M | Buy |
10,915
+4,129
| +61% | +$869K | 0.17% | 129 |
|
|
2024
Q3 | $1.36M | Sell |
6,786
-471
| -6% | -$94.6K | 0.1% | 235 |
|
|
2024
Q2 | $1.43M | Buy |
7,257
+1,849
| +34% | +$364K | 0.13% | 171 |
|
|
2024
Q1 | $988K | Sell |
5,408
-113
| -2% | -$20.6K | 0.11% | 205 |
|
|
2023
Q4 | $930K | Buy |
5,521
+3,970
| +256% | +$669K | 0.11% | 205 |
|
|
2023
Q3 | $229K | Buy |
+1,551
| New | +$229K | 0.04% | 365 |
|