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Whipplewood Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Whipplewood Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$849K Buy
1,539
+992
+181% +$547K 0.47% 59
2025
Q1 		$688K Sell
547
-869
-61% -$1.09M 0.41% 65
2024
Q4 		$724K Buy
+1,416
New +$724K 0.41% 61