WAG
Wiser Advisor Group’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-565
| Closed | -$265K | – | 202 |
|
|
2025
Q1 | $265K | Sell |
565
-24
| -4% | -$11.3K | 0.39% | 44 |
|
|
2024
Q4 | $301K | Buy |
589
+46
| +8% | +$23.5K | 0.44% | 42 |
|
|
2024
Q3 | $265K | Hold |
543
| – | – | 0.4% | 40 |
|
|
2024
Q2 | $260K | Sell |
543
-57
| -10% | -$27.3K | 0.41% | 44 |
|
|
2024
Q1 | $267K | Buy |
600
+1
| +0.2% | +$444 | 0.42% | 43 |
|
|
2023
Q4 | $245K | Buy |
+599
| New | +$245K | 0.41% | 43 |
|