Precedent Wealth Partners’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 | $822K | Sell |
1,490
-3
| -0.2% | -$1.66K | 0.2% | 113 |
|
|
2025
Q1 | $700K | Buy |
1,493
+435
| +41% | +$204K | 0.19% | 111 |
|
|
2024
Q4 | $541K | Sell |
1,058
-49
| -4% | -$25K | 0.18% | 115 |
|
|
2024
Q3 | $540K | Sell |
1,107
-50
| -4% | -$24.4K | 0.18% | 109 |
|
|
2024
Q2 | $554K | Hold |
1,157
| – | – | 0.22% | 97 |
|
|
2024
Q1 | $514K | Buy |
1,157
+50
| +5% | +$22.2K | 0.22% | 97 |
|
|
2023
Q4 | $453K | Buy |
+1,107
| New | +$453K | 0.23% | 93 |
|