JWM
JPL 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 | $6.81M | Buy |
12,340
+421
| +4% | +$232K | 1.84% | 11 |
|
|
2025
Q1 | $5.59M | Buy |
11,919
+472
| +4% | +$221K | 1.59% | 14 |
|
|
2024
Q4 | $5.85M | Buy |
+11,447
| New | +$5.85M | 1.68% | 14 |
|
|
2024
Q2 | $3.79M | Buy |
7,911
+658
| +9% | +$315K | 1.86% | 13 |
|
|
2024
Q1 | $3.22M | Buy |
7,253
+1,798
| +33% | +$798K | 1.78% | 12 |
|
|
2023
Q4 | $2.23M | Buy |
+5,455
| New | +$2.23M | 1.61% | 19 |
|