Westfuller 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
$2.92M Sell
5,282
-51
-1% -$28.2K 1.66% 16
2025
Q1
$2.5M Buy
5,333
+209
+4% +$98.1K 1.67% 17
2024
Q4
$2.62M Buy
5,124
+59
+1% +$30.2K 1.66% 17
2024
Q3
$2.48M Buy
+5,065
New +$2.48M 1.78% 16
2024
Q1
$2.22M Buy
+4,995
New +$2.22M 2.66% 11