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Burling Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Burling Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$424K Buy
769
+265
+53% +$146K 0.08% 135
2025
Q1 		$236K Hold
504
– – 0.05% 156
2024
Q4 		$258K Buy
+504
New +$258K 0.05% 150