TW
TritonPoint Wealth’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
5,330
-49
| -0.9% | -$27.1K | 0.27% | 91 |
|
|
2025
Q1 | $2.53M | Buy |
5,379
+264
| +5% | +$124K | 0.24% | 101 |
|
|
2024
Q4 | $2.61M | Sell |
5,115
-11
| -0.2% | -$5.62K | 0.24% | 101 |
|
|
2024
Q3 | $2.5M | Buy |
5,126
+14
| +0.3% | +$6.82K | 0.23% | 102 |
|
|
2024
Q2 | $2.45M | Buy |
5,112
+97
| +2% | +$46.5K | 0.24% | 97 |
|
|
2024
Q1 | $2.05M | Hold |
5,015
| – | – | 0.21% | 103 |
|
|
2023
Q4 | $2.05M | Buy |
+5,015
| New | +$2.05M | 0.2% | 106 |
|