HNWA
Henrickson Nauta Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
1,145
+591
| +107% | +$326K | 0.22% | 45 |
|
|
2025
Q1 | $247K | Sell |
554
-485
| -47% | -$217K | 0.1% | 64 |
|
|
2024
Q4 | $531K | Buy |
1,039
+86
| +9% | +$44K | 0.22% | 43 |
|
|
2024
Q3 | $465K | Buy |
+953
| New | +$465K | 0.18% | 46 |
|
|
2022
Q1 | – | Sell |
-127
| Closed | -$45K | – | 208 |
|
|
2021
Q4 | $45K | Buy |
+127
| New | +$45K | 0.04% | 95 |
|