Compass 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
$384K Hold
2025
Q1
$326K Sell
2024
Q4
$372K Hold
2024
Q3
$355K Hold
2024
Q2
$349K Buy
2023
Q4
Sell
2023
Q3
$245K Buy
2023
Q2
Sell
2023
Q1
$219K Hold
2022
Q4
$182K Buy