Marshall & Sterling Wealth Advisors’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
$34K Sell
63
-6
-9% -$3.24K 0.02% 208
2025
Q1
$32.6K Sell
69
-1
-1% -$473 0.02% 206
2024
Q4
$35.6K Buy
+70
New +$35.6K 0.02% 156