Cherry Tree Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
2025
Q1
$255K Buy
2024
Q4
$275K Sell
2024
Q3
$268K Buy
2024
Q2
$263K Sell
2024
Q1
$312K Buy
2023
Q4
$287K Sell
2023
Q3
$338K Sell
2023
Q2
$351K Buy