EWS
Evergreen Wealth Solutions’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
377
-455
| -55% | -$251K | 0.13% | 110 |
|
|
2025
Q1 | $390K | Buy |
+832
| New | +$390K | 0.26% | 69 |
|
|
2024
Q4 | – | Sell |
-501
| Closed | -$245K | – | 113 |
|
|
2024
Q3 | $245K | Buy |
+501
| New | +$245K | 0.17% | 94 |
|
|
2022
Q2 | – | Sell |
-935
| Closed | -$339K | – | 107 |
|
|
2022
Q1 | $339K | Hold |
935
| – | – | 0.33% | 76 |
|
|
2021
Q4 | $372K | Buy |
+935
| New | +$372K | 0.34% | 65 |
|