Windsor Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-709
Closed -$346K 97
2024
Q3
$346K Buy
+709
New +$346K 0.39% 43
2023
Q4
Sell
-1,729
Closed -$620K 68
2023
Q3
$620K Buy
+1,729
New +$620K 1.47% 19