SWA
Sutton Wealth Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $144K | Sell |
978
-25
| -2% | -$3.69K | 0.07% | 132 |
|
|
2023
Q2 | $152K | Sell |
1,003
-10
| -1% | -$1.52K | 0.07% | 131 |
|
|
2023
Q1 | $134K | Sell |
1,013
-978
| -49% | -$129K | 0.07% | 134 |
|
|
2022
Q4 | $218K | Sell |
1,991
-142
| -7% | -$15.6K | 0.08% | 161 |
|
|
2022
Q3 | $235K | Sell |
2,133
-213
| -9% | -$23.4K | 0.1% | 151 |
|
|
2022
Q2 | $270K | Buy |
2,346
+174
| +8% | +$20K | 0.11% | 134 |
|
|
2022
Q1 | $324K | Buy |
2,172
+338
| +18% | +$50.4K | 0.11% | 129 |
|
|
2021
Q4 | $300K | Buy |
+1,834
| New | +$300K | 0.1% | 134 |
|