Prevail Innovative Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Sell |
469
-14
| -3% | -$7.72K | 0.06% | 180 |
|
2025
Q1 | $226K | Sell |
483
-1
| -0.2% | -$469 | 0.06% | 164 |
|
2024
Q4 | $247K | Buy |
484
+20
| +4% | +$10.2K | 0.07% | 145 |
|
2024
Q3 | $226K | Sell |
464
-101
| -18% | -$49.3K | 0.07% | 150 |
|
2024
Q2 | $271K | Sell |
565
-552
| -49% | -$264K | 0.1% | 130 |
|
2024
Q1 | $496K | Buy |
+1,117
| New | +$496K | 0.18% | 126 |
|