Guidant 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $265K | Hold |
1,406
| – | – | 0.1% | 98 |
|
2019
Q2 | $263K | Hold |
1,406
| – | – | 0.1% | 99 |
|
2019
Q1 | $253K | Hold |
1,406
| – | – | 0.1% | 98 |
|
2018
Q4 | $216K | Hold |
1,406
| – | – | 0.1% | 80 |
|
2018
Q3 | $261K | Hold |
1,406
| – | – | 0.11% | 41 |
|
2018
Q2 | $242K | Hold |
1,406
| – | – | 0.11% | 41 |
|
2018
Q1 | $218K | Hold |
1,406
| – | – | 0.1% | 42 |
|
2017
Q4 | $228K | Hold |
1,406
| – | – | 0.1% | 43 |
|
2017
Q3 | $207K | Hold |
1,406
| – | – | 0.15% | 40 |
|
2017
Q2 | $194K | Hold |
1,406
| – | – | 0.1% | 69 |
|
2017
Q1 | $185K | Buy |
1,406
+1,206
| +603% | +$159K | 0.1% | 68 |
|
2016
Q4 | $25K | Hold |
200
| – | – | 0.01% | 117 |
|
2016
Q3 | $24K | Buy |
+200
| New | +$24K | 0.01% | 116 |
|