Latko 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
$8.29M Sell
15,025
-42
-0.3% -$23.2K 4.66% 6
2025
Q1
$7.07M Sell
15,067
-679
-4% -$318K 4.58% 6
2024
Q4
$8.05M Sell
15,746
-474
-3% -$242K 4.77% 6
2024
Q3
$7.92M Buy
+16,220
New +$7.92M 4.8% 6