Watershed Private Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.8M Sell
2025
Q2
$11.2M Buy
2025
Q1
$8.01M Buy
2024
Q4
$8.64M Sell
2024
Q3
$8.46M Buy
2024
Q2
$7.74M Buy
2024
Q1
$6.71M Buy
2023
Q4
$2.87M Sell
2023
Q3
$2.71M Sell
2023
Q2
$2.88M Buy