Premier Path 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
$2.18M Buy
3,944
+14
+0.4% +$7.72K 0.3% 77
2025
Q1
$1.84M Sell
3,930
-63
-2% -$29.5K 0.29% 84
2024
Q4
$2.04M Buy
3,993
+43
+1% +$22K 0.31% 73
2024
Q3
$1.93M Buy
3,950
+4
+0.1% +$1.95K 0.3% 82
2024
Q2
$1.89M Buy
+3,946
New +$1.89M 0.32% 77