Orgel Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Orgel Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Buy
2025 Q4	$224K	Sell
2025 Q3	$229K	Buy
2025 Q2	$201K	Buy
2025 Q1	–	Sell
2024 Q4	$210K	Buy
2022 Q2	–	Sell
2022 Q1	$218K	Hold
2021 Q4	$239K	Hold
2021 Q3	$215K	Hold
2021 Q2	$213K	Buy