LWA
Ledgewood Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,200
-37
| -3% | -$8.4K | 0.17% | 59 |
|
|
2025
Q1 | $239K | Hold |
1,237
| – | – | 0.15% | 60 |
|
|
2024
Q4 | $260K | Buy |
1,237
+37
| +3% | +$7.79K | 0.17% | 58 |
|
|
2024
Q3 | $241K | Hold |
1,200
| – | – | 0.16% | 61 |
|
|
2024
Q2 | $237K | Hold |
1,200
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $219K | Hold |
1,200
| – | – | 0.2% | 55 |
|
|
2023
Q4 | $202K | Buy |
+1,200
| New | +$202K | 0.19% | 53 |
|