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ORG Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

ORG Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$276K Buy
504
+205
+69% +$112K 0.07% 154
2025
Q1 		$141K Sell
299
-62
-17% -$29.3K 0.04% 217
2024
Q4 		$185K Sell
361
-9
-2% -$4.6K 0.06% 131
2024
Q3 		$181K Buy
+370
New +$181K 0.06% 130