LGWM
Litman Gregory Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
4,521
+5
| +0.1% | +$2.76K | 0.2% | 54 |
|
|
2025
Q1 | $2.12M | Buy |
4,516
+3,122
| +224% | +$1.46M | 0.18% | 56 |
|
|
2024
Q4 | $713K | Hold |
1,394
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $680K | Buy |
1,394
+917
| +192% | +$448K | 0.06% | 77 |
|
|
2024
Q2 | $229K | Buy |
+477
| New | +$229K | 0.02% | 124 |
|
|
2021
Q2 | – | Sell |
-243
| Closed | -$78K | – | 157 |
|
|
2021
Q1 | $78K | Hold |
243
| – | – | 0.02% | 85 |
|
|
2020
Q4 | $76K | Hold |
243
| – | – | 0.01% | 85 |
|
|
2020
Q3 | $68K | Hold |
243
| – | – | 0.01% | 88 |
|
|
2020
Q2 | $60K | Buy |
+243
| New | +$60K | 0.01% | 88 |
|