GWM
Global 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 | $6.57M | Sell |
11,820
-451
| -4% | -$251K | 3.61% | 10 |
|
|
2025
Q1 | $5.75M | Buy |
12,271
+268
| +2% | +$126K | 3.32% | 10 |
|
|
2024
Q4 | $6.14M | Buy |
12,003
+1,455
| +14% | +$744K | 3.92% | 10 |
|
|
2024
Q3 | $5.15M | Buy |
+10,548
| New | +$5.15M | 3.48% | 10 |
|