Gen-Wealth 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
$957K Buy
1,734
+55
+3% +$30.3K 0.37% 73
2025
Q1
$787K Buy
1,679
+1,020
+155% +$478K 0.33% 90
2024
Q4
$337K Sell
659
-83
-11% -$42.4K 0.14% 152
2024
Q3
$368K Buy
742
+47
+7% +$23.3K 0.16% 151
2024
Q2
$333K Sell
695
-3
-0.4% -$1.44K 0.16% 152
2024
Q1
$310K Buy
+698
New +$310K 0.15% 151