LMG 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 | $274K | Buy |
497
+43
| +9% | +$23.7K | 0.06% | 122 |
|
|
2025
Q1 | $213K | Hold |
454
| – | – | 0.05% | 124 |
|
|
2024
Q4 | $232K | Buy |
454
+10
| +2% | +$5.11K | 0.05% | 120 |
|
|
2024
Q3 | $217K | Hold |
444
| – | – | 0.05% | 117 |
|
|
2024
Q2 | $213K | Buy |
+444
| New | +$213K | 0.05% | 117 |
|
|
2024
Q1 | – | Sell |
-494
| Closed | -$202K | – | 123 |
|
|
2023
Q4 | $202K | Buy |
+494
| New | +$202K | 0.06% | 103 |
|