O'Brien Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-777
Closed -$379K 69
2024
Q3
$379K Buy
+777
New +$379K 0.07% 33
2022
Q4
Sell
-836
Closed -$223K 60
2022
Q3
$223K Hold
836
0.09% 43
2022
Q2
$234K Buy
+836
New +$234K 0.1% 44