OBWP
O'Brien Wealth Partners’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
1,200
| – | – | 0.04% | 47 |
|
|
2025
Q1 | $232K | Hold |
1,200
| – | – | 0.04% | 46 |
|
|
2024
Q4 | $253K | Hold |
1,200
| – | – | 0.05% | 42 |
|
|
2024
Q3 | $241K | Hold |
1,200
| – | – | 0.05% | 40 |
|
|
2024
Q2 | $237K | Hold |
1,200
| – | – | 0.05% | 38 |
|
|
2024
Q1 | $219K | Buy |
+1,200
| New | +$219K | 0.05% | 38 |
|