Cyndeo Wealth Partners’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
Q3
$4.06M Sell
2025
Q2
$3.76M Buy
2025
Q1
$2.67M Buy
2024
Q4
$1.72M Buy
2024
Q3
$1.41M Buy
2024
Q2
$747K Buy
2024
Q1
$455K Sell
2023
Q4
$475K Hold
2023
Q3
$415K Buy
2023
Q2
$313K Hold
2023
Q1
$272K Sell
2022
Q4
$229K Buy