WFA
WestHill Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
1,148
+2
| +0.2% | +$1.1K | 0.13% | 37 |
|
|
2025
Q1 | $538K | Sell |
1,146
-110
| -9% | -$51.6K | 0.12% | 37 |
|
|
2024
Q4 | $642K | Hold |
1,256
| – | – | 0.14% | 36 |
|
|
2024
Q3 | $613K | Hold |
1,256
| – | – | 0.14% | 37 |
|
|
2024
Q2 | $602K | Sell |
1,256
-5
| -0.4% | -$2.4K | 0.15% | 35 |
|
|
2024
Q1 | $560K | Buy |
1,261
+16
| +1% | +$7.1K | 0.14% | 35 |
|
|
2023
Q4 | $510K | Hold |
1,245
| – | – | 0.14% | 34 |
|
|
2023
Q3 | $446K | Hold |
1,245
| – | – | 0.13% | 38 |
|
|
2023
Q2 | $460K | Hold |
1,245
| – | – | 0.13% | 36 |
|
|
2023
Q1 | $400K | Sell |
1,245
-53
| -4% | -$17K | 0.12% | 39 |
|
|
2022
Q4 | $346K | Buy |
1,298
+53
| +4% | +$14.1K | 0.11% | 44 |
|
|
2022
Q3 | $333K | Buy |
1,245
+270
| +28% | +$72.2K | 0.11% | 43 |
|
|
2022
Q2 | $273K | Hold |
975
| – | – | 0.09% | 46 |
|
|
2022
Q1 | $354K | Buy |
+975
| New | +$354K | 0.1% | 42 |
|