Sequoia 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 | $597K | Sell |
2,629
-27
| -1% | -$6.13K | ﹤0.01% | 909 |
|
|
2025
Q1 | $513K | Buy |
2,656
+1,270
| +92% | +$245K | ﹤0.01% | 838 |
|
|
2024
Q4 | $292K | Buy |
1,386
+190
| +16% | +$40K | ﹤0.01% | 1024 |
|
|
2024
Q3 | $240K | Buy |
1,196
+74
| +7% | +$14.9K | ﹤0.01% | 1081 |
|
|
2024
Q2 | $221K | Buy |
1,122
+3
| +0.3% | +$591 | ﹤0.01% | 1046 |
|
|
2024
Q1 | $204K | Buy |
+1,119
| New | +$204K | ﹤0.01% | 1054 |
|