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Grant Private Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Grant Private Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$834K Sell
1,513
-241
-14% -$133K 0.47% 36
2025
Q1 		$822K Buy
1,754
+159
+10% +$74.5K 0.89% 30
2024
Q4 		$815K Buy
+1,595
New +$815K 0.88% 30