A detailed history of Shira Ridge Wealth Management transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Shira Ridge Wealth Management holds 737 shares of QQQ stock, worth $372,767. This represents 0.18% of its overall portfolio holdings.

Number of Shares
737
Previous 725 1.66%
Holding current value
$372,767
Previous $347 Million 3.56%
% of portfolio
0.18%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$434.77 - $502.96 $5,217 - $6,035
12 Added 1.66%
737 $360 Million
Q1 2024

Apr 18, 2024

SELL
$396.28 - $446.38 $1,585 - $1,785
-4 Reduced 0.55%
725 $322 Million
Q2 2023

Jul 12, 2023

SELL
$309.99 - $370.26 $2,789 - $3,332
-9 Reduced 1.22%
729 $269 Million
Q1 2023

May 08, 2023

BUY
$261.58 - $320.93 $193,046 - $236,846
738 New
738 $237 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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