MW
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Milestone Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Milestone Wealth’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$738K Hold
2,761
– – 0.82% 20
2022
Q2 		$774K Buy
2,761
+1,100
+66% +$308K 0.82% 19
2022
Q1 		$661K Hold
1,661
– – 0.54% 23
2021
Q4 		$661K Buy
+1,661
New +$661K 0.53% 23