CWA
Cascade Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
+521
| New | +$299K | 0.17% | 45 |
|
|
2025
Q1 | – | Sell |
-435
| Closed | -$222K | – | 50 |
|
|
2024
Q4 | $222K | Sell |
435
-430
| -50% | -$220K | 0.15% | 45 |
|
|
2024
Q3 | $422K | Hold |
865
| – | – | 0.3% | 36 |
|
|
2024
Q2 | $396K | Sell |
865
-1,070
| -55% | -$490K | 0.29% | 36 |
|
|
2024
Q1 | $848K | Buy |
+1,935
| New | +$848K | 0.72% | 30 |
|