LWM
Lodestone 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 | $567K | Hold |
1,027
| – | – | 0.28% | 89 |
|
|
2025
Q1 | $481K | Hold |
1,027
| – | – | 0.26% | 96 |
|
|
2024
Q4 | $525K | Buy |
1,027
+1
| +0.1% | +$511 | 0.26% | 87 |
|
|
2024
Q3 | $501K | Sell |
1,026
-208
| -17% | -$102K | 0.25% | 87 |
|
|
2024
Q2 | $591K | Buy |
1,234
+36
| +3% | +$17.2K | 0.31% | 76 |
|
|
2024
Q1 | $532K | Sell |
1,198
-27
| -2% | -$12K | 0.28% | 82 |
|
|
2023
Q4 | $501K | Buy |
1,225
+268
| +28% | +$110K | 0.29% | 81 |
|
|
2023
Q3 | $343K | Hold |
957
| – | – | 0.24% | 94 |
|
|
2023
Q2 | $353K | Sell |
957
-58
| -6% | -$21.4K | 0.24% | 99 |
|
|
2023
Q1 | $326K | Buy |
1,015
+1
| +0.1% | +$321 | 0.25% | 98 |
|
|
2022
Q4 | $270K | Buy |
+1,014
| New | +$270K | 0.22% | 102 |
|