H&H Retirement Design & Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$319K Buy
2025
Q1
$238K Hold
2024
Q4
$289K Sell
2024
Q3
$446K Hold
2024
Q2
$438K Buy
2024
Q1
$230K Sell
2023
Q4
$530K Hold
2023
Q3
$447K Buy
2023
Q2
$208K Sell
2023
Q1
$215K Buy
2022
Q3
Sell
2022
Q2
$207K Hold
2022
Q1
$230K Hold
2021
Q4
$227K Hold
2021
Q3
$236K Hold
2021
Q2
$238K Hold
2021
Q1
$220K Buy