Twin Peaks Wealth Advisors’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 | $1.37M | Buy |
5,746
+476
| +9% | +$114K | 0.44% | 49 |
|
2025
Q1 | $994K | Sell |
5,270
-636
| -11% | -$120K | 0.45% | 54 |
|
2024
Q4 | $1.24M | Buy |
5,906
+794
| +16% | +$167K | 0.52% | 47 |
|
2024
Q3 | $1.03M | Buy |
5,112
+312
| +7% | +$62.7K | 0.47% | 45 |
|
2024
Q2 | $946K | Buy |
4,800
+22
| +0.5% | +$4.34K | 0.47% | 46 |
|
2024
Q1 | $873K | Sell |
4,778
-1,665
| -26% | -$304K | 0.48% | 45 |
|
2023
Q4 | $1.09M | Buy |
+6,443
| New | +$1.09M | 0.69% | 34 |
|