Axim Planning & Wealth’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
Q1 | – | Sell |
-538
| Closed | -$275K | – | 55 |
|
|
2024
Q4 | $275K | Buy |
538
+26
| +5% | +$13.3K | 0.29% | 26 |
|
|
2024
Q3 | $250K | Buy |
+512
| New | +$250K | 0.28% | 24 |
|
|
2024
Q1 | – | Sell |
-490
| Closed | -$201K | – | 29 |
|
|
2023
Q4 | $201K | Buy |
+490
| New | +$201K | 0.18% | 27 |
|
|
2022
Q4 | – | Sell |
-174
| Closed | -$47K | – | 136 |
|
|
2022
Q3 | $47K | Buy |
174
+172
| +8,600% | +$46.5K | 0.05% | 49 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 136 |
|