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