TWA
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TPB Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

TPB Wealth Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,345
Closed -$1.82M – 46
2022
Q4 		$1.82M Buy
+8,345
New +$1.82M 0.93% 22