SWM
Solano 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
Q2 | $19.1M | Buy |
96,974
+5,618
| +6% | +$1.11M | 10.47% | 5 |
|
|
2024
Q1 | $16.7M | Buy |
91,356
+25,486
| +39% | +$4.66M | 9.36% | 5 |
|
|
2023
Q4 | $11.1M | Buy |
65,870
+4,675
| +8% | +$788K | 6.71% | 8 |
|
|
2023
Q3 | $9.02M | Buy |
+61,195
| New | +$9.02M | 6.26% | 8 |
|