OCFG
O'Connor Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
1,397
+225
| +19% | +$51.5K | 0.14% | 47 |
|
|
2025
Q1 | $226K | Buy |
1,172
+45
| +4% | +$8.69K | 0.12% | 51 |
|
|
2024
Q4 | $237K | Buy |
1,127
+77
| +7% | +$16.2K | 0.12% | 53 |
|
|
2024
Q3 | $211K | Sell |
1,050
-22
| -2% | -$4.42K | 0.11% | 54 |
|
|
2024
Q2 | $211K | Buy |
+1,072
| New | +$211K | 0.12% | 49 |
|