Beverly Hills Private 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 | $540K | Hold |
978
| – | – | 0.1% | 165 |
|
|
2025
Q1 | $459K | Sell |
978
-16
| -2% | -$7.5K | 0.09% | 188 |
|
|
2024
Q4 | $508K | Buy |
994
+265
| +36% | +$135K | 0.1% | 170 |
|
|
2024
Q3 | $356K | Hold |
729
| – | – | 0.07% | 241 |
|
|
2024
Q2 | $349K | Hold |
729
| – | – | 0.08% | 248 |
|
|
2024
Q1 | $324K | Hold |
729
| – | – | 0.07% | 266 |
|
|
2023
Q4 | $299K | Buy |
+729
| New | +$299K | 0.08% | 255 |
|