SWM
StoneCrest Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
66,845
+1,340
| +2% | +$304K | 7.23% | 1 |
|
|
2025
Q1 | $12.6M | Sell |
65,505
-92
| -0.1% | -$17.8K | 8.03% | 1 |
|
|
2024
Q4 | $13.8M | Buy |
65,597
+2,117
| +3% | +$446K | 9.01% | 1 |
|
|
2024
Q3 | $12.7M | Sell |
63,480
-42
| -0.1% | -$8.44K | 9.28% | 1 |
|
|
2024
Q2 | $12.5M | Sell |
63,522
-1,151
| -2% | -$227K | 9.55% | 1 |
|
|
2024
Q1 | $11.8M | Buy |
64,673
+463
| +0.7% | +$84.6K | 10.22% | 1 |
|
|
2023
Q4 | $10.8M | Buy |
+64,210
| New | +$10.8M | 10.37% | 1 |
|