LWL
Leo Wealth LLC’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
15,077
+6,449
| +75% | +$3.56M | 0.65% | 33 |
|
|
2025
Q1 | $4.05M | Sell |
8,628
-18,774
| -69% | -$8.8M | 0.58% | 36 |
|
|
2024
Q4 | $14M | Sell |
27,402
-209
| -0.8% | -$107K | 1.26% | 20 |
|
|
2024
Q3 | $13.5M | Buy |
27,611
+75
| +0.3% | +$36.6K | 1.23% | 20 |
|
|
2024
Q2 | $13.2M | Sell |
27,536
-2,053
| -7% | -$986K | 1.35% | 17 |
|
|
2024
Q1 | $13.1M | Buy |
29,589
+1,463
| +5% | +$650K | 1.35% | 15 |
|
|
2023
Q4 | $11.8M | Buy |
+28,126
| New | +$11.8M | 1.22% | 14 |
|