Evernest Financial Advisors’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 | $1.58M | Buy |
2,867
+8
| +0.3% | +$4.41K | 0.51% | 40 |
|
|
2025
Q1 | $1.34M | Sell |
2,859
-95
| -3% | -$44.5K | 0.48% | 43 |
|
|
2024
Q4 | $1.51M | Buy |
2,954
+98
| +3% | +$50.1K | 0.39% | 44 |
|
|
2024
Q3 | $1.39M | Buy |
2,856
+16
| +0.6% | +$7.81K | 0.38% | 43 |
|
|
2024
Q2 | $1.36M | Hold |
2,840
| – | – | 0.61% | 32 |
|
|
2024
Q1 | $1.18M | Buy |
2,840
+33
| +1% | +$13.7K | 0.56% | 36 |
|
|
2023
Q4 | $1.15M | Buy |
+2,807
| New | +$1.15M | 0.58% | 41 |
|
|
2021
Q4 | $1.24M | Buy |
+2,840
| New | +$1.24M | 0.64% | 32 |
|