Bright 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
5,938
-2
| -0% | -$1.1K | 1.82% | 17 |
|
|
2025
Q1 | $2.79M | Sell |
5,940
-589
| -9% | -$276K | 1.71% | 16 |
|
|
2024
Q4 | $3.34M | Buy |
6,529
+55
| +0.8% | +$28.1K | 2.1% | 14 |
|
|
2024
Q3 | $3.16M | Sell |
6,474
-25
| -0.4% | -$12.2K | 2.01% | 13 |
|
|
2024
Q2 | $3.11M | Buy |
6,499
+199
| +3% | +$95.4K | 2.2% | 12 |
|
|
2024
Q1 | $2.69M | Buy |
+6,300
| New | +$2.69M | 2.01% | 12 |
|