NCM
Nelson Capital Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
1,696
+10
| +0.6% | +$5.52K | 0.12% | 73 |
|
|
2025
Q1 | $791K | Sell |
1,686
-564
| -25% | -$264K | 0.14% | 75 |
|
|
2024
Q4 | $1.15M | Buy |
2,250
+1,393
| +163% | +$712K | 0.19% | 71 |
|
|
2024
Q3 | $418K | Sell |
857
-2
| -0.2% | -$976 | 0.07% | 83 |
|
|
2024
Q2 | $412K | Buy |
859
+2
| +0.2% | +$958 | 0.07% | 84 |
|
|
2024
Q1 | $381K | Buy |
+857
| New | +$381K | 0.07% | 84 |
|