Barlow Wealth Partners’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 | $520K | Hold |
944
| – | – | 0.06% | 79 |
|
|
2025
Q1 | $446K | Hold |
944
| – | – | 0.06% | 84 |
|
|
2024
Q4 | $488K | Hold |
944
| – | – | 0.06% | 82 |
|
|
2024
Q3 | $455K | Buy |
944
+136
| +17% | +$65.6K | 0.06% | 92 |
|
|
2024
Q2 | $374K | Buy |
808
+208
| +35% | +$96.4K | 0.05% | 100 |
|
|
2024
Q1 | $263K | Hold |
600
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $246K | Buy |
+600
| New | +$246K | 0.03% | 129 |
|