Merkkuri 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
$4.86M Buy
8,815
+9
+0.1% +$4.97K 3.69% 6
2025
Q1
$4.13M Sell
8,806
-3,085
-26% -$1.45M 3.54% 7
2024
Q4
$6.08M Sell
11,891
-12
-0.1% -$6.14K 4.81% 4
2024
Q3
$5.81M Sell
11,903
-122
-1% -$59.5K 4.58% 5
2024
Q2
$5.76M Buy
+12,025
New +$5.76M 5.3% 3