Helen Stephens Group’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,254
Closed -$402K 74
2023
Q1
$402K Buy
1,254
+206
+20% +$66.1K 0.21% 53
2022
Q4
$279K Buy
+1,048
New +$279K 0.17% 62