Lakeridge Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$590K Buy
2025
Q3
$516K Hold
2025
Q2
$475K Hold
2025
Q1
$403K Buy
2024
Q4
$427K Buy
2024
Q3
$390K Hold
2024
Q2
$383K Hold
2024
Q1
$355K Hold
2023
Q4
$327K Buy