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Cardinal Point Wealth Management Partners’s Invesco QQQ Trust QQQ Stock Holding History

Cardinal Point Wealth Management 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
2023
Q1 		$2.97M Hold
9,237
– – 0.9% 15
2022
Q4 		$2.46M Sell
9,237
-15
-0.2% -$3.99K 0.85% 14
2022
Q3 		$2.49M Buy
9,252
+1,110
+14% +$299K 1.19% 12
2022
Q2 		$2.29M Buy
+8,142
New +$2.29M 1.1% 13