MSWM
Mowery & Schoenfeld Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Hold |
358
| – | – | 0.3% | 48 |
|
|
2025
Q1 | $168K | Buy |
358
+13
| +4% | +$6.1K | 0.33% | 56 |
|
|
2024
Q4 | $176K | Hold |
345
| – | – | 0.34% | 48 |
|
|
2024
Q3 | $168K | Hold |
345
| – | – | 0.27% | 44 |
|
|
2024
Q2 | $165K | Hold |
345
| – | – | 0.24% | 41 |
|
|
2024
Q1 | $153K | Hold |
345
| – | – | 0.3% | 39 |
|
|
2023
Q4 | $141K | Buy |
+345
| New | +$141K | 0.29% | 45 |
|