BCU Wealth Advisors’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 | $623K | Buy |
1,130
+1
| +0.1% | +$552 | 0.28% | 31 |
|
|
2025
Q1 | $529K | Hold |
1,129
| – | – | 0.28% | 29 |
|
|
2024
Q4 | $577K | Buy |
1,129
+3
| +0.3% | +$1.53K | 0.33% | 28 |
|
|
2024
Q3 | $549K | Buy |
1,126
+102
| +10% | +$49.8K | 0.33% | 30 |
|
|
2024
Q2 | $491K | Buy |
1,024
+1
| +0.1% | +$479 | 0.36% | 31 |
|
|
2024
Q1 | $454K | Buy |
1,023
+2
| +0.2% | +$888 | 0.39% | 32 |
|
|
2023
Q4 | $418K | Buy |
+1,021
| New | +$418K | 0.45% | 31 |
|