EWM
Echo Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,628
| Closed | -$522K | – | 41 |
|
|
2023
Q1 | $522K | Hold |
1,628
| – | – | 0.58% | 27 |
|
|
2022
Q4 | $457K | Sell |
1,628
-10
| -0.6% | -$2.81K | 0.49% | 31 |
|
|
2022
Q3 | $466K | Hold |
1,638
| – | – | 0.61% | 27 |
|
|
2022
Q2 | $484K | Buy |
1,638
+10
| +0.6% | +$2.96K | 0.65% | 27 |
|
|
2022
Q1 | $551K | Hold |
1,628
| – | – | 0.65% | 27 |
|
|
2021
Q4 | $619K | Hold |
1,628
| – | – | 0.71% | 30 |
|
|
2021
Q3 | $588K | Sell |
1,628
-68
| -4% | -$24.6K | 0.7% | 29 |
|
|
2021
Q2 | $612K | Hold |
1,696
| – | – | 0.78% | 28 |
|
|
2021
Q1 | $541K | Hold |
1,696
| – | – | 0.68% | 31 |
|
|
2020
Q4 | $532K | Buy |
+1,696
| New | +$532K | 0.7% | 29 |
|