Panoramic Investment Advisors’s HCM Defender 100 Index ETF QQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
24,527
-2,663
| -10% | -$180K | 1.02% | 35 |
|
|
2025
Q1 | $1.59M | Hold |
27,190
| – | – | 1.07% | 31 |
|
|
2024
Q4 | $1.82M | Buy |
27,190
+36
| +0.1% | +$2.41K | 1.19% | 28 |
|
|
2024
Q3 | $1.71M | Buy |
+27,154
| New | +$1.71M | 1.18% | 27 |
|
|
2024
Q1 | $1.5M | Sell |
27,351
-3,178
| -10% | -$174K | 1.11% | 28 |
|
|
2023
Q4 | $1.53M | Sell |
30,529
-1,563
| -5% | -$78.6K | 1.33% | 22 |
|
|
2023
Q3 | $1.44M | Buy |
+32,092
| New | +$1.44M | 1.32% | 23 |
|
|
2022
Q4 | $1.02M | Buy |
+29,937
| New | +$1.02M | 1.05% | 29 |
|