David Rolfe - Wedgewood Partners Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 22
Portfolio value: $484,285,577
Holding/activity history for Invesco Qqq Trust Series 1 (QQQ)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2023 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.14 |
|
|
SEC |
| 2022 Q4 |
2,825 |
0.14 |
Buy
|
0.14 |
$266.19 |
$752,000 |
SEC |