Oxford Wealth Group’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
$12.6M Buy
24,562
+17,204
+234% +$8.8M 8.12% 3
2024
Q3
$3.59M Sell
7,358
-1,311
-15% -$640K 2.92% 7
2024
Q2
$4.15M Buy
8,669
+2,604
+43% +$1.25M 2.86% 8
2024
Q1
$2.69M Buy
+6,065
New +$2.69M 2.45% 11