LAS
LWM Advisory Services’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36M | Buy |
10,375
+6,287
| +154% | +$1.43M | 1.62% | 16 |
|
2025
Q1 | $789K | Sell |
4,088
-2,494
| -38% | -$481K | 0.55% | 34 |
|
2024
Q4 | $1.39M | Buy |
6,582
+439
| +7% | +$92.4K | 0.96% | 23 |
|
2024
Q3 | $1.23M | Sell |
6,143
-1,871
| -23% | -$376K | 0.91% | 24 |
|
2024
Q2 | $1.58M | Sell |
8,014
-8,953
| -53% | -$1.76M | 1.33% | 20 |
|
2024
Q1 | $3.1M | Sell |
16,967
-1,506
| -8% | -$275K | 2.49% | 10 |
|
2023
Q4 | $3.11M | Buy |
18,473
+14,640
| +382% | +$2.47M | 2.74% | 8 |
|
2023
Q3 | $565K | Buy |
+3,833
| New | +$565K | 0.61% | 29 |
|