BBJS Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$102K Sell
208
-80
-28% -$39.1K 0.04% 60
2024
Q2
$138K Buy
288
+80
+38% +$38.4K 0.05% 53
2024
Q1
$92.4K Hold
208
0.03% 57
2023
Q4
$85.2K Sell
208
-24
-10% -$9.83K 0.03% 59
2023
Q3
$83.2K Sell
232
-15
-6% -$5.38K 0.03% 61
2023
Q2
$91.2K Buy
247
+40
+19% +$14.8K 0.04% 58
2023
Q1
$66.4K Hold
207
0.03% 60
2022
Q4
$55.1K Buy
+207
New +$55.1K 0.02% 69