Regal Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,148
| Closed | -$210K | – | 599 |
|
|
2024
Q1 | $210K | Sell |
1,148
-168
| -13% | -$30.7K | 0.01% | 543 |
|
|
2023
Q4 | $222K | Buy |
+1,316
| New | +$222K | 0.02% | 493 |
|
|
2023
Q3 | – | Sell |
-1,336
| Closed | -$203K | – | 525 |
|
|
2023
Q2 | $203K | Buy |
+1,336
| New | +$203K | 0.02% | 476 |
|
|
2022
Q2 | – | Sell |
-1,478
| Closed | -$220K | – | 545 |
|
|
2022
Q1 | $220K | Buy |
+1,478
| New | +$220K | 0.02% | 483 |
|