Robertson Stephens Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $654K | Buy |
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|
2024
Q3 | $613K | Hold |
|
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|
2024
Q2 | $601K | Hold |
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|
2024
Q1 | $557K | Buy |
|
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|
2023
Q4 | $413K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $1.09M | Buy |
|