Silver Oak Wealth Advisors Services’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
$1.06M Hold
1,930
0.77% 20
2025
Q1
$905K Sell
1,930
-132
-6% -$61.9K 0.81% 19
2024
Q4
$1.05M Buy
+2,062
New +$1.05M 0.91% 20