HGWM
Harvest Group Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 198 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 191 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 210 |
|
|
2021
Q1 | – | Sell |
-1,582
| Closed | -$496K | – | 547 |
|
|
2020
Q4 | $496K | Sell |
1,582
-3
| -0.2% | -$941 | 0.3% | 20 |
|
|
2020
Q3 | $440K | Sell |
1,585
-4
| -0.3% | -$1.11K | 0.31% | 20 |
|
|
2020
Q2 | $393K | Sell |
1,589
-3,313
| -68% | -$819K | 0.33% | 22 |
|
|
2020
Q1 | $933K | Buy |
+4,902
| New | +$933K | 0.94% | 17 |
|