Tanglewood Legacy Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Hold
2025
Q1
$2.69M Hold
2024
Q4
$2.93M Buy
2024
Q3
$2.64M Hold
2024
Q2
$2.59M Hold
2024
Q1
$2.4M Hold
2023
Q4
$2.22M Hold
2023
Q3
$1.94M Hold
2023
Q2
$2M Sell
2023
Q1
$1.74M Hold
2022
Q4
$1.45M Buy