Leeward Financial Partners’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
Q2
$1.11M Buy
2025
Q1
$430K Buy
2024
Q4
$448K Sell
2024
Q3
$484K Buy
2024
Q2
$435K Buy
2024
Q1
$349K Sell
2023
Q4
$333K Hold
2023
Q3
$291K Hold
2023
Q2
$300K Hold
2023
Q1
$261K Sell
2022
Q4
$243K Hold
2022
Q3
$244K Hold
2022
Q2
$256K Buy