Elwood & Goetz Wealth Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-436
| Closed | -$223K | – | 105 |
|
|
2024
Q4 | $223K | Buy |
+436
| New | +$223K | 0.05% | 92 |
|
|
2023
Q3 | – | Sell |
-546
| Closed | -$202K | – | 81 |
|
|
2023
Q2 | $202K | Buy |
+546
| New | +$202K | 0.05% | 69 |
|
|
2022
Q2 | – | Sell |
-728
| Closed | -$264K | – | 66 |
|
|
2022
Q1 | $264K | Buy |
+728
| New | +$264K | 0.08% | 55 |
|