OWA
ORBA Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,258
| Closed | -$436K | – | 98 |
|
|
2025
Q1 | $436K | Buy |
2,258
+25
| +1% | +$4.83K | 0.22% | 68 |
|
|
2024
Q4 | $470K | Sell |
2,233
-153
| -6% | -$32.2K | 0.25% | 65 |
|
|
2024
Q3 | $479K | Buy |
2,386
+10
| +0.4% | +$2.01K | 0.24% | 69 |
|
|
2024
Q2 | $468K | Sell |
2,376
-9
| -0.4% | -$1.77K | 0.24% | 66 |
|
|
2024
Q1 | $436K | Buy |
2,385
+366
| +18% | +$66.9K | 0.24% | 66 |
|
|
2023
Q4 | $340K | Buy |
+2,019
| New | +$340K | 0.2% | 68 |
|