Ridgeline Wealth Planning’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
$6.07M Buy
10,998
+1,314
+14% +$725K 4.99% 6
2025
Q1
$4.54M Buy
9,684
+157
+2% +$73.6K 4.46% 6
2024
Q4
$4.87M Buy
+9,527
New +$4.87M 4.66% 6