WIA
Westbourne Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
+4,267
| New | +$2.35M | 0.71% | 33 |
|
|
2018
Q3 | – | Sell |
-1,278
| Closed | -$219K | – | 167 |
|
|
2018
Q2 | $219K | Hold |
1,278
| – | – | 0.19% | 86 |
|
|
2018
Q1 | $205K | Buy |
+1,278
| New | +$205K | 0.16% | 100 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$108K | – | 124 |
|
|
2016
Q2 | $108K | Buy |
+1,000
| New | +$108K | 0.1% | 127 |
|