SWA
Strategies Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
4,224
-51
| -1% | -$11.6K | 0.1% | 61 |
|
|
2025
Q1 | $825K | Buy |
4,275
+2
| +0% | +$386 | 0.1% | 62 |
|
|
2024
Q4 | $931K | Buy |
4,273
+41
| +1% | +$8.93K | 0.12% | 54 |
|
|
2024
Q3 | $850K | Hold |
4,232
| – | – | 0.11% | 47 |
|
|
2024
Q2 | $834K | Sell |
4,232
-157
| -4% | -$30.9K | 0.12% | 43 |
|
|
2024
Q1 | $802K | Buy |
4,389
+107
| +2% | +$19.6K | 0.12% | 46 |
|
|
2023
Q4 | $722K | Buy |
+4,282
| New | +$722K | 0.12% | 46 |
|