Laidlaw Wealth Management’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
Q1
Sell
-9,359
Closed -$1.97M 129
2024
Q4
$1.97M Buy
9,359
+213
+2% +$44.8K 0.86% 33
2024
Q3
$1.84M Buy
9,146
+264
+3% +$53K 0.91% 29
2024
Q2
$1.75M Buy
8,882
+240
+3% +$47.3K 0.96% 25
2024
Q1
$1.58M Buy
8,642
+570
+7% +$104K 0.88% 31
2023
Q4
$1.36M Sell
8,072
-897
-10% -$151K 0.49% 58
2023
Q3
$1.32M Buy
+8,969
New +$1.32M 0.44% 68