PGWM
Pitti Group Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
2,492
+31
| +1% | +$7.04K | 0.49% | 41 |
|
|
2025
Q1 | $475K | Buy |
2,461
+130
| +6% | +$25.1K | 0.49% | 45 |
|
|
2024
Q4 | $491K | Buy |
2,331
+507
| +28% | +$107K | 0.5% | 48 |
|
|
2024
Q3 | $307K | Hold |
1,824
| – | – | 0.33% | 48 |
|
|
2024
Q2 | $307K | Hold |
1,824
| – | – | 0.33% | 48 |
|
|
2024
Q1 | $334K | Hold |
1,824
| – | – | 0.37% | 48 |
|
|
2023
Q4 | $307K | Sell |
1,824
-4,878
| -73% | -$822K | 0.33% | 48 |
|
|
2023
Q3 | $988K | Sell |
6,702
-2,392
| -26% | -$353K | 1.13% | 26 |
|
|
2023
Q2 | $1.38M | Buy |
9,094
+1,502
| +20% | +$228K | 1.55% | 21 |
|
|
2023
Q1 | $1M | Buy |
7,592
+82
| +1% | +$10.8K | 1.12% | 26 |
|
|
2022
Q4 | $823K | Sell |
7,510
-257
| -3% | -$28.1K | 0.98% | 26 |
|
|
2022
Q3 | $854K | Buy |
7,767
+101
| +1% | +$11.1K | 1.18% | 22 |
|
|
2022
Q2 | $883K | Buy |
+7,666
| New | +$883K | 1.2% | 22 |
|