HHRDM
H&H Retirement Design & Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
565
+16
| +3% | +$9.03K | 0.18% | 70 |
|
|
2025
Q1 | $238K | Hold |
549
| – | – | 0.16% | 68 |
|
|
2024
Q4 | $289K | Sell |
549
-359
| -40% | -$189K | 0.18% | 66 |
|
|
2024
Q3 | $446K | Hold |
908
| – | – | 0.26% | 60 |
|
|
2024
Q2 | $438K | Buy |
908
+359
| +65% | +$173K | 0.27% | 59 |
|
|
2024
Q1 | $230K | Sell |
549
-675
| -55% | -$283K | 0.15% | 80 |
|
|
2023
Q4 | $530K | Hold |
1,224
| – | – | 0.33% | 39 |
|
|
2023
Q3 | $447K | Buy |
1,224
+676
| +123% | +$247K | 0.31% | 34 |
|
|
2023
Q2 | $208K | Sell |
548
-126
| -19% | -$47.8K | 0.14% | 51 |
|
|
2023
Q1 | $215K | Buy |
+674
| New | +$215K | 0.14% | 48 |
|
|
2022
Q3 | – | Sell |
-657
| Closed | -$207K | – | 72 |
|
|
2022
Q2 | $207K | Hold |
657
| – | – | 0.15% | 70 |
|
|
2022
Q1 | $230K | Hold |
657
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $227K | Hold |
657
| – | – | 0.14% | 64 |
|
|
2021
Q3 | $236K | Hold |
657
| – | – | 0.15% | 38 |
|
|
2021
Q2 | $238K | Hold |
657
| – | – | 0.15% | 40 |
|
|
2021
Q1 | $220K | Buy |
+657
| New | +$220K | 0.13% | 41 |
|