Lodestone Wealth Management’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 | $567K | Hold |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $501K | Sell |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $270K | Buy |
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