Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 3,006 shares of QQQM stock, worth $635,318. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,006
Previous 3,118 3.59%
Holding current value
$635,318
Previous $614,000 1.79%
% of portfolio
0.36%
Previous 0.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$178.94 - $207.0 $20,041 - $23,184
-112 Reduced 3.59%
3,006 $603,000
Q2 2024

Aug 09, 2024
BUY
$170.63 - $199.67 $151,519 - $177,306
888 Added 39.82%
3,118 $614,000
Q1 2024

Apr 18, 2024
SELL
$163.11 - $183.59 $4,403 - $4,956
-27 Reduced 1.2%
2,230 $407,000
Q4 2023

Jan 11, 2024
SELL
$141.26 - $169.35 $25,144 - $30,144
-178 Reduced 7.31%
2,257 $380,000
Q3 2023

Nov 09, 2023
SELL
$145.69 - $158.7 $17,774 - $19,361
-122 Reduced 4.77%
2,435 $358,000
Q2 2023

Jul 27, 2023
SELL
$127.48 - $152.29 $53,159 - $63,504
-417 Reduced 14.02%
2,557 $388,000
Q1 2023

Apr 13, 2023
SELL
$107.7 - $132.01 $44,049 - $53,992
-409 Reduced 12.09%
2,974 $392,000
Q4 2022

Jan 25, 2023
SELL
$107.0 - $120.86 $21,507 - $24,292
-201 Reduced 5.61%
3,383 $0
Q3 2022

Nov 10, 2022
BUY
$109.95 - $137.02 $47,058 - $58,644
428 Added 13.56%
3,584 $394,000
Q2 2022

Aug 12, 2022
BUY
$111.72 - $151.87 $16,199 - $22,021
145 Added 4.82%
3,156 $364,000
Q1 2022

Apr 12, 2022
SELL
$130.92 - $165.24 $1,571 - $1,982
-12 Reduced 0.4%
3,011 $449,000
Q4 2021

Apr 12, 2022
BUY
$145.01 - $166.07 $438,365 - $502,029
3,023 New
3,023 $494,000

Others Institutions Holding QQQM

# of Institutions
733
Shares Held
82.2M
Call Options Held
208K
Put Options Held
58.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

QQQM Quotes by TradingView
  • Ticker QQQM
  • Sector ETFs
  • Industry ETFs
More about QQQM
Track This Portfolio

Track Capstone Wealth Management Group, LLC Portfolio

Follow Capstone Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capstone Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email