Morling Financial Advisors’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
$218K Sell
2025
Q1
$203K Sell
2024
Q4
$539K Buy
2024
Q3
$211K Hold
2024
Q2
$207K Buy