Clear Perspectives Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.63M | Sell |
5,077
-25
| -0.5% | -$8.02K | 0.91% | 23 |
|
|
2022
Q4 | $1.36M | Sell |
5,102
-166
| -3% | -$44.2K | 0.72% | 27 |
|
|
2022
Q3 | $1.41M | Sell |
5,268
-795
| -13% | -$212K | 0.69% | 29 |
|
|
2022
Q2 | $1.7M | Sell |
6,063
-1,466
| -19% | -$411K | 0.66% | 26 |
|
|
2022
Q1 | $2.73M | Sell |
7,529
-423
| -5% | -$153K | 1.03% | 24 |
|
|
2021
Q4 | $3.16M | Sell |
7,952
-51
| -0.6% | -$20.3K | 1.28% | 20 |
|
|
2021
Q3 | $2.87M | Sell |
8,003
-137
| -2% | -$49K | 1.3% | 21 |
|
|
2021
Q2 | $2.89M | Sell |
8,140
-22
| -0.3% | -$7.8K | 1.39% | 20 |
|
|
2021
Q1 | $2.61M | Sell |
8,162
-6,205
| -43% | -$1.98M | 1.51% | 17 |
|
|
2020
Q4 | $4.51M | Buy |
+14,367
| New | +$4.51M | 2.86% | 12 |
|