LeClair Wealth Partners’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
$3.21M Sell
5,823
-50
-0.9% -$27.6K 2.18% 14
2025
Q1
$2.75M Sell
5,873
-24
-0.4% -$11.3K 1.98% 13
2024
Q4
$3.01M Buy
+5,897
New +$3.01M 2.01% 11