Significant 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 | $1.36M | Sell |
2,470
-218
| -8% | -$120K | 0.67% | 8 |
|
2025
Q1 | $1.26M | Buy |
2,688
+1,086
| +68% | +$509K | 0.65% | 7 |
|
2024
Q4 | $819K | Buy |
1,602
+137
| +9% | +$70K | 0.42% | 11 |
|
2024
Q3 | $715K | Buy |
1,465
+685
| +88% | +$334K | 0.37% | 13 |
|
2024
Q2 | $374K | Buy |
+780
| New | +$374K | 0.21% | 33 |
|
2024
Q1 | – | Sell |
-695
| Closed | -$285K | – | 182 |
|
2023
Q4 | $285K | Buy |
+695
| New | +$285K | 0.21% | 116 |
|