4WM
4J Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Buy |
1,320
+62
| +5% | +$34.2K | 0.49% | 38 |
|
|
2025
Q1 | $590K | Buy |
1,258
+128
| +11% | +$60K | 0.47% | 41 |
|
|
2024
Q4 | $578K | Hold |
1,130
| – | – | 0.47% | 39 |
|
|
2024
Q3 | $551K | Buy |
1,130
+300
| +36% | +$146K | 0.43% | 45 |
|
|
2024
Q2 | $398K | Hold |
830
| – | – | 0.33% | 50 |
|
|
2024
Q1 | $368K | Buy |
830
+152
| +22% | +$67.5K | 0.32% | 58 |
|
|
2023
Q4 | $278K | Hold |
678
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $243K | Hold |
678
| – | – | 0.24% | 72 |
|
|
2023
Q2 | $250K | Hold |
678
| – | – | 0.24% | 69 |
|
|
2023
Q1 | $218K | Buy |
+678
| New | +$218K | 0.23% | 71 |
|
|
2022
Q2 | – | Sell |
-693
| Closed | -$251K | – | 81 |
|
|
2022
Q1 | $251K | Hold |
693
| – | – | 0.22% | 63 |
|
|
2021
Q4 | $276K | Buy |
+693
| New | +$276K | 0.23% | 62 |
|