SWMG
Signature Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+375
| New | +$207K | 0.08% | 114 |
|
|
2018
Q4 | – | Sell |
-451
| Closed | -$74K | – | 247 |
|
|
2018
Q3 | $74K | Hold |
451
| – | – | 0.05% | 93 |
|
|
2018
Q2 | $77K | Hold |
451
| – | – | 0.06% | 88 |
|
|
2018
Q1 | $72K | Buy |
451
+10
| +2% | +$1.6K | 0.06% | 87 |
|
|
2017
Q4 | $69K | Buy |
+441
| New | +$69K | 0.05% | 88 |
|