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Copia Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Copia Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
556
-68
-11% -$37.5K 0.26% 73
2025
Q1 		$293K Sell
624
-14
-2% -$6.57K 0.27% 73
2024
Q4 		$326K Buy
+638
New +$326K 0.31% 64