LWM
LJI Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,505
-138
| -8% | -$31.4K | 0.06% | 134 |
|
|
2025
Q1 | $317K | Buy |
1,643
+487
| +42% | +$94K | 0.06% | 130 |
|
|
2024
Q4 | $243K | Sell |
1,156
-1,435
| -55% | -$302K | 0.05% | 155 |
|
|
2024
Q3 | $520K | Buy |
2,591
+4
| +0.2% | +$803 | 0.11% | 99 |
|
|
2024
Q2 | $510K | Hold |
2,587
| – | – | 0.11% | 94 |
|
|
2024
Q1 | $473K | Buy |
2,587
+1
| +0% | +$183 | 0.12% | 84 |
|
|
2023
Q4 | $436K | Sell |
2,586
-122
| -5% | -$20.6K | 0.11% | 95 |
|
|
2023
Q3 | $399K | Buy |
2,708
+733
| +37% | +$108K | 0.11% | 93 |
|
|
2023
Q2 | $300K | Sell |
1,975
-232
| -11% | -$35.3K | 0.09% | 117 |
|
|
2023
Q1 | $291K | Buy |
+2,207
| New | +$291K | 0.09% | 116 |
|