Fortune 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 | $538K | Sell |
976
-157
| -14% | -$86.6K | 0.43% | 59 |
|
|
2025
Q1 | $531K | Buy |
1,133
+372
| +49% | +$174K | 0.46% | 58 |
|
|
2024
Q4 | $389K | Hold |
761
| – | – | 0.35% | 66 |
|
|
2024
Q3 | $371K | Sell |
761
-10
| -1% | -$4.88K | 0.34% | 66 |
|
|
2024
Q2 | $369K | Buy |
771
+4
| +0.5% | +$1.92K | 0.23% | 97 |
|
|
2024
Q1 | $340K | Sell |
767
-8
| -1% | -$3.55K | 0.22% | 103 |
|
|
2023
Q4 | $317K | Sell |
775
-90
| -10% | -$36.8K | 0.22% | 97 |
|
|
2023
Q3 | $310K | Buy |
865
+4
| +0.5% | +$1.43K | 0.24% | 93 |
|
|
2023
Q2 | $318K | Buy |
+861
| New | +$318K | 0.24% | 88 |
|