Koa Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
1,114
-15
| -1% | -$8.28K | 0.49% | 42 |
|
|
2025
Q1 | $529K | Buy |
1,129
+228
| +25% | +$107K | 0.43% | 40 |
|
|
2024
Q4 | $461K | Sell |
901
-137
| -13% | -$70.1K | 0.38% | 40 |
|
|
2024
Q3 | $506K | Buy |
1,038
+30
| +3% | +$14.6K | 0.39% | 40 |
|
|
2024
Q2 | $483K | Buy |
1,008
+16
| +2% | +$7.66K | 0.41% | 38 |
|
|
2024
Q1 | $440K | Buy |
992
+144
| +17% | +$63.9K | 0.4% | 41 |
|
|
2023
Q4 | $347K | Buy |
+848
| New | +$347K | 0.34% | 41 |
|