Patriot Financial Group Insurance Agency’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.56M Buy
2025
Q2
$3.04M Buy
2025
Q1
$2.44M Buy
2024
Q4
$373K Sell
2024
Q3
$399K Buy
2024
Q2
$353K Buy
2024
Q1
$295K Buy
2023
Q4
$255K Buy
2023
Q3
$202K Hold
2023
Q2
$208K Buy
2022
Q3
Sell
2022
Q2
$33K Hold
2022
Q1
$43K Sell
2021
Q4
$115K Buy
2021
Q3
$47K Buy
2021
Q2
$44K Sell
2021
Q1
$83K Buy