Eagle Ridge Investment 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
2024
Q4
$348K Hold
2024
Q3
$332K Hold
2024
Q2
$326K Hold
2024
Q1
$302K Hold
2023
Q4
$279K Hold
2023
Q3
$244K Sell
2023
Q2
$253K Buy