Northwest Financial Advisors’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 | $416K | Hold |
1,832
| – | – | 0.58% | 52 |
|
|
2025
Q1 | $354K | Buy |
1,832
+1
| +0.1% | +$193 | 0.29% | 77 |
|
|
2024
Q4 | $385K | Hold |
1,831
| – | – | 0.32% | 70 |
|
|
2024
Q3 | $368K | Buy |
1,831
+1
| +0.1% | +$201 | 0.29% | 65 |
|
|
2024
Q2 | $361K | Hold |
1,830
| – | – | 0.37% | 64 |
|
|
2024
Q1 | $334K | Buy |
1,830
+301
| +20% | +$55K | 0.37% | 68 |
|
|
2023
Q4 | $258K | Buy |
+1,529
| New | +$258K | 0.22% | 74 |
|