TCWA
Turtle Creek Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+530
| New | +$292K | 0.03% | 221 |
|
|
2024
Q4 | – | Sell |
-854
| Closed | -$417K | – | 147 |
|
|
2024
Q3 | $417K | Buy |
854
+200
| +31% | +$97.6K | 0.08% | 115 |
|
|
2024
Q2 | $313K | Sell |
654
-15
| -2% | -$7.19K | 0.07% | 118 |
|
|
2024
Q1 | $297K | Hold |
669
| – | – | 0.07% | 118 |
|
|
2023
Q4 | $274K | Buy |
+669
| New | +$274K | 0.08% | 122 |
|