Resurgent Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Buy |
2,730
+272
| +11% | +$61.8K | 0.34% | 83 |
|
2025
Q1 | $474K | Buy |
2,458
+15
| +0.6% | +$2.9K | 0.28% | 98 |
|
2024
Q4 | $514K | Sell |
2,443
-47
| -2% | -$9.89K | 0.3% | 97 |
|
2024
Q3 | $500K | Sell |
2,490
-1,926
| -44% | -$387K | 0.29% | 100 |
|
2024
Q2 | $870K | Sell |
4,416
-2,418
| -35% | -$477K | 0.54% | 48 |
|
2024
Q1 | $1.25M | Buy |
6,834
+2,200
| +47% | +$402K | 0.67% | 38 |
|
2023
Q4 | $781K | Sell |
4,634
-1,599
| -26% | -$270K | 0.48% | 50 |
|
2023
Q3 | $919K | Sell |
6,233
-1,093
| -15% | -$161K | 0.63% | 38 |
|
2023
Q2 | $1.11M | Sell |
7,326
-1,120
| -13% | -$170K | 0.74% | 32 |
|
2023
Q1 | $1.11M | Sell |
8,446
-329
| -4% | -$43.4K | 0.74% | 33 |
|
2022
Q4 | $961K | Buy |
8,775
+1,892
| +27% | +$207K | 0.51% | 45 |
|
2022
Q3 | $757K | Buy |
6,883
+120
| +2% | +$13.2K | 0.51% | 48 |
|
2022
Q2 | $779K | Buy |
+6,763
| New | +$779K | 0.5% | 52 |
|