Marshall Financial Group (Maryland)’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
Q2 | $1.56M | Buy |
6,860
+546
| +9% | +$124K | 0.31% | 69 |
|
|
2025
Q1 | $1.22M | Buy |
6,314
+1,009
| +19% | +$195K | 0.27% | 86 |
|
|
2024
Q4 | $1.12M | Buy |
5,305
+693
| +15% | +$146K | 0.27% | 94 |
|
|
2024
Q3 | $926K | Buy |
4,612
+296
| +7% | +$59.5K | 0.22% | 128 |
|
|
2024
Q2 | $851K | Buy |
4,316
+328
| +8% | +$64.7K | 0.24% | 111 |
|
|
2024
Q1 | $729K | Buy |
3,988
+1,104
| +38% | +$202K | 0.21% | 116 |
|
|
2023
Q4 | $486K | Sell |
2,884
-699
| -20% | -$118K | 0.16% | 130 |
|
|
2023
Q3 | $528K | Buy |
+3,583
| New | +$528K | 0.19% | 124 |
|