Financial Network Wealth 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 | $40.8K | Buy |
+74
| New | +$40.8K | 0.05% | 283 |
|
2024
Q4 | – | Sell |
-404
| Closed | -$197K | – | 759 |
|
2024
Q3 | $197K | Sell |
404
-219
| -35% | -$107K | 0.16% | 117 |
|
2024
Q2 | $297K | Buy |
623
+52
| +9% | +$24.8K | 0.22% | 94 |
|
2024
Q1 | $253K | Buy |
571
+8
| +1% | +$3.55K | 0.25% | 97 |
|
2023
Q4 | $230K | Buy |
+563
| New | +$230K | 0.25% | 102 |
|