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Revolve Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.49M Sell
4,520
-534
-11% -$295K 0.32% 45
2025
Q1
$2.37M Sell
5,054
-203
-4% -$95.2K 0.34% 42
2024
Q4
$2.69M Buy
5,257
+176
+3% +$90K 0.39% 41
2024
Q3
$2.48M Sell
5,081
-499
-9% -$244K 0.38% 37
2024
Q2
$2.67M Buy
5,580
+601
+12% +$288K 0.44% 34
2024
Q1
$2.21M Buy
4,979
+310
+7% +$138K 0.38% 46
2023
Q4
$1.91M Sell
4,669
-703
-13% -$288K 0.37% 49
2023
Q3
$1.92M Buy
5,372
+881
+20% +$316K 0.44% 45
2023
Q2
$1.66M Sell
4,491
-815
-15% -$301K 0.39% 49
2023
Q1
$1.7M Sell
5,306
-19
-0.4% -$6.1K 0.43% 48
2022
Q4
$1.42M Sell
5,325
-28
-0.5% -$7.46K 0.41% 48
2022
Q3
$1.43M Sell
5,353
-102
-2% -$27.3K 0.48% 38
2022
Q2
$1.53M Sell
5,455
-179
-3% -$50.2K 0.5% 41
2022
Q1
$2.04M Buy
5,634
+10
+0.2% +$3.63K 0.59% 35
2021
Q4
$2.24M Buy
+5,624
New +$2.24M 0.64% 34