BPWA
Beacon Pointe Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.97M | Sell |
13,960
-942
| -6% | -$200K | 0.55% | 42 |
|
|
2019
Q3 | $2.82M | Buy |
14,902
+1,345
| +10% | +$254K | 0.59% | 37 |
|
|
2019
Q2 | $2.53M | Buy |
13,557
+275
| +2% | +$51.4K | 0.54% | 41 |
|
|
2019
Q1 | $2.39M | Buy |
13,282
+1,555
| +13% | +$280K | 0.55% | 41 |
|
|
2018
Q4 | $1.81M | Buy |
+11,727
| New | +$1.81M | 0.65% | 34 |
|