Weitzel Financial Services’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 | $549K | Buy |
2,315
+592
| +34% | +$140K | 0.23% | 28 |
|
|
2025
Q1 | $320K | Buy |
1,723
+339
| +24% | +$62.9K | 0.15% | 34 |
|
|
2024
Q4 | $294K | Buy |
1,384
+110
| +9% | +$23.3K | 0.14% | 36 |
|
|
2024
Q3 | $253K | Buy |
1,274
+179
| +16% | +$35.5K | 0.12% | 38 |
|
|
2024
Q2 | $217K | Buy |
+1,095
| New | +$217K | 0.11% | 39 |
|
|
2021
Q1 | – | Sell |
-985
| Closed | -$136K | – | 28 |
|
|
2020
Q4 | $136K | Buy |
+985
| New | +$136K | 0.1% | 27 |
|