Hall Private Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$4.33M Buy
12,086
+1,304
+12% +$467K 2.91% 14
2023
Q2
$3.98M Buy
+10,782
New +$3.98M 2.15% 18
2020
Q4
$251K Buy
+800
New +$251K 0.21% 40