LWM
Lakeridge 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 | $475K | Hold |
860
| – | – | 0.22% | 88 |
|
|
2025
Q1 | $403K | Buy |
860
+25
| +3% | +$11.7K | 0.2% | 96 |
|
|
2024
Q4 | $427K | Buy |
835
+35
| +4% | +$17.9K | 0.22% | 89 |
|
|
2024
Q3 | $390K | Hold |
800
| – | – | 0.21% | 90 |
|
|
2024
Q2 | $383K | Hold |
800
| – | – | 0.23% | 85 |
|
|
2024
Q1 | $355K | Hold |
800
| – | – | 0.23% | 86 |
|
|
2023
Q4 | $327K | Buy |
+800
| New | +$327K | 0.24% | 86 |
|