HPIA
Hamilton Point Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Hold |
1,391
| – | – | 0.13% | 85 |
|
|
2025
Q1 | $653K | Hold |
1,391
| – | – | 0.12% | 85 |
|
|
2024
Q4 | $711K | Hold |
1,391
| – | – | 0.13% | 80 |
|
|
2024
Q3 | $680K | Hold |
1,391
| – | – | 0.12% | 78 |
|
|
2024
Q2 | $668K | Hold |
1,391
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $618K | Hold |
1,391
| – | – | 0.12% | 81 |
|
|
2023
Q4 | $570K | Hold |
1,391
| – | – | 0.11% | 83 |
|
|
2023
Q3 | $499K | Hold |
1,391
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $515K | Sell |
1,391
-2
| -0.1% | -$740 | 0.12% | 79 |
|
|
2023
Q1 | $448K | Buy |
+1,393
| New | +$448K | 0.11% | 81 |
|