CWA
Continuum Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-489
| Closed | -$250K | – | 62 |
|
2024
Q4 | $250K | Buy |
+489
| New | +$250K | 0.13% | 50 |
|
2024
Q3 | – | Sell |
-442
| Closed | -$212K | – | 64 |
|
2024
Q2 | $212K | Sell |
442
-925
| -68% | -$443K | 0.11% | 57 |
|
2024
Q1 | $607K | Buy |
+1,367
| New | +$607K | 0.34% | 27 |
|