Dynasty Wealth Management’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
Q4 | – | Sell |
-29,048
| Closed | -$1.35M | – | 263 |
|
|
2024
Q3 | $1.35M | Buy |
+29,048
| New | +$1.35M | 0.04% | 109 |
|
|
2018
Q4 | – | Sell |
-1,301
| Closed | -$242K | – | 85 |
|
|
2018
Q3 | $242K | Hold |
1,301
| – | – | 0.31% | 96 |
|
|
2018
Q2 | $223K | Sell |
1,301
-522
| -29% | -$89.5K | 0.46% | 61 |
|
|
2018
Q1 | $292K | Hold |
1,823
| – | – | 0.12% | 45 |
|
|
2017
Q4 | $284K | Buy |
+1,823
| New | +$284K | 0.49% | 64 |
|