Mowery & Schoenfeld Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$197K	Hold
2025 Q1	$168K	Buy
2024 Q4	$176K	Hold
2024 Q3	$168K	Hold
2024 Q2	$165K	Hold
2024 Q1	$153K	Hold
2023 Q4	$141K	Buy