GWA
Genesis Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Hold |
1,679
| – | – | 0.7% | 22 |
|
|
2025
Q1 | $787K | Sell |
1,679
-10
| -0.6% | -$4.69K | 0.64% | 24 |
|
|
2024
Q4 | $864K | Buy |
+1,689
| New | +$864K | 0.75% | 25 |
|
|
2015
Q2 | $1.34M | Sell |
12,480
-1,742
| -12% | -$187K | 1.09% | 20 |
|
|
2015
Q1 | $1.49M | Sell |
14,222
-325
| -2% | -$34.1K | 1.24% | 21 |
|
|
2014
Q4 | $1.58M | Buy |
+14,547
| New | +$1.58M | 1.25% | 18 |
|