GWM
GDS Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
1,526
+240
| +19% | +$132K | 0.06% | 96 |
|
|
2025
Q1 | $603K | Buy |
1,286
+140
| +12% | +$65.6K | 0.05% | 101 |
|
|
2024
Q4 | $586K | Sell |
1,146
-12
| -1% | -$6.14K | 0.05% | 105 |
|
|
2024
Q3 | $565K | Buy |
1,158
+326
| +39% | +$159K | 0.06% | 90 |
|
|
2024
Q2 | $399K | Sell |
832
-551
| -40% | -$264K | 0.04% | 97 |
|
|
2024
Q1 | $614K | Sell |
1,383
-545
| -28% | -$242K | 0.07% | 79 |
|
|
2023
Q4 | $790K | Buy |
+1,928
| New | +$790K | 0.11% | 65 |
|