Veridan Wealth’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
Q1
$2.67M Buy
5,691
+1,256
+28% +$589K 1.21% 25
2024
Q4
$2.3M Buy
+4,435
New +$2.3M 1.08% 29
2024
Q2
$2.85M Buy
+5,169
New +$2.85M 1.14% 27