HSWS
Higgins & Schmidt Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
5,570
-182
| -3% | -$100K | 1.7% | 12 |
|
|
2025
Q1 | $2.7M | Sell |
5,752
-145
| -2% | -$68K | 1.59% | 13 |
|
|
2024
Q4 | $3.01M | Sell |
5,897
-269
| -4% | -$138K | 1.88% | 12 |
|
|
2024
Q3 | $3.01M | Sell |
6,166
-37
| -0.6% | -$18.1K | 1.94% | 12 |
|
|
2024
Q2 | $2.97M | Sell |
6,203
-140
| -2% | -$67.1K | 2.14% | 12 |
|
|
2024
Q1 | $2.82M | Sell |
6,343
-206
| -3% | -$91.5K | 2.08% | 12 |
|
|
2023
Q4 | $2.68M | Buy |
+6,549
| New | +$2.68M | 2.16% | 12 |
|