MCIA
Mountain Capital Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $361K | Buy |
659
+139
| +27% | +$76.1K | 0.07% | 40 |
|
2025
Q1 | $243K | Buy |
520
+60
| +13% | +$28K | 0.05% | 48 |
|
2024
Q4 | $240K | Sell |
460
-12
| -3% | -$6.26K | 0.05% | 47 |
|
2024
Q3 | $242K | Buy |
+472
| New | +$242K | 0.05% | 45 |
|
2017
Q4 | – | Sell |
-100
| Closed | -$15K | – | 338 |
|
2017
Q3 | $15K | Hold |
100
| – | – | 0.01% | 223 |
|
2017
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 265 |
|