SWM
SigFig Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,416
| Closed | -$3.61M | – | 130 |
|
|
2023
Q4 | $3.61M | Sell |
21,416
-15,880
| -43% | -$2.68M | 0.14% | 59 |
|
|
2023
Q3 | $5.5M | Sell |
37,296
-5,106
| -12% | -$753K | 0.22% | 46 |
|
|
2023
Q2 | $6.35M | Buy |
42,402
+1,559
| +4% | +$233K | 0.25% | 46 |
|
|
2023
Q1 | $5.39M | Buy |
+40,843
| New | +$5.39M | 0.3% | 43 |
|