Endowment Wealth 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
2025
Q2
$316K Buy
2025
Q1
$268K Hold
2024
Q4
$292K Buy
2024
Q3
$278K Sell
2024
Q2
$322K Buy
2024
Q1
$298K Buy
2023
Q4
$271K Buy
2023
Q3
$236K Buy
2023
Q2
$234K Buy
2023
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$202K Buy