EnRich Financial Partners’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
Q2
$284K Sell
515
-1
-0.2% -$552 0.09% 51
2025
Q1
$242K Hold
516
0.08% 52
2024
Q4
$264K Buy
516
+371
+256% +$190K 0.09% 47
2024
Q3
$70.8K Hold
145
0.02% 94
2024
Q2
$69.5K Hold
145
0.03% 89
2024
Q1
$64.4K Buy
+145
New +$64.4K 0.02% 84