CTWM
Cherry Tree Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
468
-75
| -14% | -$41.4K | 0.06% | 142 |
|
|
2025
Q1 | $255K | Buy |
543
+6
| +1% | +$2.82K | 0.06% | 144 |
|
|
2024
Q4 | $275K | Sell |
537
-13
| -2% | -$6.65K | 0.07% | 140 |
|
|
2024
Q3 | $268K | Buy |
550
+1
| +0.2% | +$488 | 0.06% | 144 |
|
|
2024
Q2 | $263K | Sell |
549
-153
| -22% | -$73.3K | 0.07% | 143 |
|
|
2024
Q1 | $312K | Buy |
702
+1
| +0.1% | +$444 | 0.08% | 129 |
|
|
2023
Q4 | $287K | Sell |
701
-242
| -26% | -$99.2K | 0.08% | 131 |
|
|
2023
Q3 | $338K | Sell |
943
-8
| -0.8% | -$2.87K | 0.1% | 103 |
|
|
2023
Q2 | $351K | Buy |
+951
| New | +$351K | 0.1% | 102 |
|