HFG Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $838K | Sell |
1,786
-2
| -0.1% | -$938 | 0.51% | 29 |
|
2025
Q1 | $914K | Sell |
1,788
-176
| -9% | -$90K | 0.55% | 29 |
|
2024
Q4 | $959K | Buy |
1,964
+103
| +6% | +$50.3K | 0.62% | 25 |
|
2024
Q3 | $892K | Hold |
1,861
| – | – | 0.57% | 26 |
|
2024
Q2 | $892K | Buy |
1,861
+2
| +0.1% | +$958 | 0.57% | 26 |
|
2024
Q1 | $825K | Sell |
1,859
-18,546
| -91% | -$8.23M | 0.49% | 24 |
|
2023
Q4 | $8.36M | Buy |
+20,405
| New | +$8.36M | 2.05% | 14 |
|
2023
Q1 | $6.33M | Buy |
+19,734
| New | +$6.33M | 1.31% | 18 |
|