Palo Alto Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
574
| – | – | 0.12% | 42 |
|
|
2025
Q1 | $296K | Sell |
574
-479
| -45% | -$247K | 0.12% | 44 |
|
|
2024
Q4 | $539K | Buy |
1,053
+1
| +0.1% | +$511 | 0.19% | 27 |
|
|
2024
Q3 | $522K | Sell |
1,052
-479
| -31% | -$238K | 0.22% | 28 |
|
|
2024
Q2 | $734K | Buy |
1,531
+481
| +46% | +$231K | 0.51% | 20 |
|
|
2024
Q1 | $467K | Buy |
+1,050
| New | +$467K | 0.33% | 26 |
|