National Wealth Management Group’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 | $4.58M | Buy |
23,740
+11,539
| +95% | +$2.23M | 3.01% | 8 |
|
2024
Q4 | $2.57M | Buy |
12,201
+599
| +5% | +$126K | 1.71% | 16 |
|
2024
Q3 | $2.33M | Sell |
11,602
-9,124
| -44% | -$1.83M | 1.58% | 16 |
|
2024
Q2 | $4.09M | Buy |
20,726
+1,975
| +11% | +$389K | 3.11% | 8 |
|
2024
Q1 | $3.43M | Buy |
18,751
+280
| +2% | +$51.2K | 2.67% | 8 |
|
2023
Q4 | $3.11M | Sell |
18,471
-28
| -0.2% | -$4.72K | 3.01% | 5 |
|
2023
Q3 | $2.73M | Buy |
18,499
+320
| +2% | +$47.2K | 2.97% | 5 |
|
2023
Q2 | $2.78M | Sell |
18,179
-3,053
| -14% | -$467K | 2.89% | 4 |
|
2023
Q1 | $2.84M | Buy |
21,232
+1,452
| +7% | +$194K | 3.24% | 3 |
|
2022
Q4 | $2.17M | Buy |
19,780
+2,102
| +12% | +$230K | 2.6% | 6 |
|
2022
Q3 | $1.94M | Buy |
+17,678
| New | +$1.94M | 2.53% | 9 |
|