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 |
|