Twin Peaks Wealth Advisors’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 | $4.55M | Sell |
7,842
-450
| -5% | -$261K | 1.47% | 21 |
|
|
2025
Q1 | $3.8M | Sell |
8,292
-1,515
| -15% | -$694K | 1.73% | 21 |
|
|
2024
Q4 | $5.01M | Buy |
9,807
+97
| +1% | +$49.6K | 2.12% | 15 |
|
|
2024
Q3 | $4.74M | Sell |
9,710
-264
| -3% | -$129K | 2.19% | 12 |
|
|
2024
Q2 | $4.78M | Sell |
9,974
-463
| -4% | -$222K | 2.38% | 13 |
|
|
2024
Q1 | $4.63M | Buy |
10,437
+72
| +0.7% | +$32K | 2.57% | 13 |
|
|
2023
Q4 | $4.24M | Buy |
+10,365
| New | +$4.24M | 2.71% | 10 |
|