Capstone Wealth Management Group (Oregon)’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
$334K Buy
606
+90
+17% +$49.6K 0.24% 76
2025
Q1
$242K Sell
516
-575
-53% -$269K 0.19% 84
2024
Q4
$558K Buy
+1,091
New +$558K 0.42% 55