Taylor Financial Group’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $780K | Buy |
3,435
+380
| +12% | +$86.3K | 0.49% | 42 |
|
2025
Q1 | $590K | Hold |
3,055
| – | – | 0.41% | 50 |
|
2024
Q4 | $643K | Hold |
3,055
| – | – | 0.45% | 48 |
|
2024
Q3 | $614K | Buy |
3,055
+350
| +13% | +$70.3K | 0.42% | 51 |
|
2024
Q2 | $533K | Hold |
2,705
| – | – | 0.41% | 52 |
|
2024
Q1 | $494K | Buy |
2,705
+205
| +8% | +$37.5K | 0.38% | 55 |
|
2023
Q4 | $421K | Buy |
+2,500
| New | +$421K | 0.35% | 62 |
|