GJWM
Gilliland Jeter 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 | $1.19M | Buy |
2,162
+142
| +7% | +$78.3K | 0.39% | 57 |
|
|
2025
Q1 | $947K | Buy |
2,020
+47
| +2% | +$22K | 0.33% | 67 |
|
|
2024
Q4 | $1.01M | Buy |
1,973
+192
| +11% | +$98.1K | 0.34% | 64 |
|
|
2024
Q3 | $869K | Buy |
1,781
+78
| +5% | +$38.1K | 0.28% | 77 |
|
|
2024
Q2 | $816K | Buy |
1,703
+77
| +5% | +$36.9K | 0.27% | 79 |
|
|
2024
Q1 | $722K | Buy |
1,626
+302
| +23% | +$134K | 0.25% | 86 |
|
|
2023
Q4 | $542K | Buy |
+1,324
| New | +$542K | 0.22% | 98 |
|