Balance Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
895
+40
+5% +$22.1K 0.29% 69
2025
Q1
$401K Buy
+855
New +$401K 0.26% 84