Panoramic Investment 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 | $3.05M | Sell |
5,523
-17
| -0.3% | -$9.38K | 1.87% | 13 |
|
|
2025
Q1 | $2.6M | Sell |
5,540
-16
| -0.3% | -$7.5K | 1.75% | 16 |
|
|
2024
Q4 | $2.84M | Buy |
5,556
+88
| +2% | +$45K | 1.85% | 14 |
|
|
2024
Q3 | $2.67M | Buy |
+5,468
| New | +$2.67M | 1.84% | 14 |
|
|
2024
Q1 | $2.38M | Buy |
5,369
+99
| +2% | +$44K | 1.76% | 15 |
|
|
2023
Q4 | $2.16M | Sell |
5,270
-57
| -1% | -$23.3K | 1.87% | 15 |
|
|
2023
Q3 | $1.91M | Buy |
+5,327
| New | +$1.91M | 1.75% | 16 |
|
|
2022
Q4 | $1.38M | Buy |
+5,169
| New | +$1.38M | 1.41% | 16 |
|