Bridgewealth Advisory Group’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 | $1.38M | Buy |
2,502
+699
| +39% | +$386K | 0.35% | 44 |
|
2025
Q1 | $845K | Sell |
1,803
-583
| -24% | -$273K | 1.11% | 29 |
|
2024
Q4 | $1.28M | Buy |
2,386
+230
| +11% | +$123K | 0.36% | 43 |
|
2024
Q3 | $1.05M | Buy |
2,156
+364
| +20% | +$178K | 0.38% | 39 |
|
2024
Q2 | $859K | Sell |
1,792
-24
| -1% | -$11.5K | 0.38% | 39 |
|
2024
Q1 | $806K | Sell |
1,816
-172
| -9% | -$76.4K | 0.39% | 39 |
|
2023
Q4 | $814K | Sell |
1,988
-100
| -5% | -$41K | 0.62% | 30 |
|
2023
Q3 | $748K | Buy |
+2,088
| New | +$748K | 0.92% | 26 |
|