Yardley Wealth Management’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
$436K Buy
791
+22
+3% +$12.1K 0.24% 29
2025
Q1
$361K Sell
769
-135
-15% -$63.4K 0.21% 32
2024
Q4
$462K Hold
904
0.22% 39
2024
Q3
$441K Buy
+904
New +$441K 0.26% 29